Previously, ASML announced that it would increase its global EUV shipments to 60% in 2025. At the same time, ASML has also expressed its attitude that it will ship 115 EUV lithography machines in the next two years.
Under such an attitude, coupled with asML's repeated overtures to the Chinese market before, it has been interpreted by many industry insiders as IFML wants to achieve its own shipments as soon as possible, so as to win more shares of EUV lithography machines in the Chinese market, thereby increasing its own shipments. In fact, this interpretation is wrong, because ASML has recently determined an answer, and he wants to increase shipments and does not put his hopes on the Chinese market.
According to the relevant news, ASML decided to raise its sales target in the Korean market, expecting to increase sales to 14.75 billion euros by 2025. According to statistics, this target is double that of 2021. That is to say, in order to achieve its goal and increase the number of EUV free shipments, ASML will focus on the Korean market.
And personally, I think it's not just that, in addition to the Korean market, ASML should also be very interested in the European market. Previously, when Europe passed the chip bill, ASML publicly expressed its support, and also said that the funds they introduced were far from enough, which meant that it hoped that the European side would increase its efforts again. Then this purpose is obvious, in addition to the Korean market, the European market ASML also wants to have more chip production capacity, so it needs more lithography machines.
However, ASML's own production energy is not so sufficient, some time ago ASML itself said that the order volume is large, to increase their production capacity, otherwise there is no way to complete the current demand. At this time, ASML will focus on the Korean market and the European market, which may be very uncomfortable for the United States, which is now vigorously supporting the development of local chips.
After all, lithography machines are an essential part of increasing chip productivity. If asML shipments can't meet the needs of companies that have established factories in the U.S. market, then Laomei's abacus of developing local chips may be frustrated. Therefore, in this case, Lao Mei may not be really happy.
The reason why ASML made such a decision when the United States was developing local chips was a key issue. Personally, I think it may be related to the previous ASML showdown.
ASML has previously released data, in which the three years from 2019 to 2021 ASML are in a declining situation in the US market, from 19.8 euros to 16.57 euros, and then only 1.583 billion euros in 2021. After years of decline, IF ASML still focuses on the US market, it is likely to fail to meet the goals it has set in the future.
Maybe at this time, some people will question, so isn't the United States now vigorously attracting other companies to build factories? Companies such as Samsung and TSMC have plans to build factories, and according to the reason, the United States should have a more market for ASML. But we can't ignore a key issue, and the imperfection of the U.S. semiconductor supply chain is one of the destabilizing factors. At the same time, it is also uncertain whether the $52 billion subsidy in the United States will finally be in place, coupled with TSMC's previous announcement of plans to postpone the construction of the plant.
Under this influence, ITML can reverse its losses in the US market in one fell swoop is still a problem. So it's easy to understand that ASML doesn't focus on the U.S. market. And personally believe that ASML such a move, the United States can not stop, because in essence the United States can not give ASML to completely make up for the loss of the commitment, the same, the United States its own semiconductor supply chain, there is no way to solve in a short period of time.
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