14 European technology companies jointly announced, foreign media: ASML's market position is gradually drifting away!
After the full rollout of the digital age, industrial production demand for chips is becoming more and more dependent, in the face of consumers' almost harsh requirements, chip manufacturers can only continuously upgrade the chip process, but the whole process is not so smooth.
In a limited area, the more transistors can be stuffed, which means that the performance of the chip is more powerful, and the limit problem of Moore's Law has also become a dilemma in the current semiconductor field, according to the previous news, after the chip process reaches 2nm, it is almost impossible to go further.
But science and technology continue to advance, the requirements for chip performance are still increasing, so chip manufacturers, including TSMC, are currently looking for practical solutions, and the search for new materials is also regarded as the best solution, but all this is not good for ASML.
Technical advantages of ASML
Manufacturing 7nm and below chips, it is necessary to use EUV lithography machine, although at this stage can produce lithography machine manufacturers, but can meet the chip production needs, but only the Netherlands ASML company, especially for EUV lithography machine!
But nominally ASML is also an "assembly plant", more than 90% of the technology and components, from all over the world, and the most core of the technology comes from laomei, the highest proportion of technology in the United States, plus the largest factory has also been transferred to the United States, so ASML has lost its independent right to operate, and has been greatly restricted in free shipment.
ASML has repeatedly shown favor to the Chinese market, and it is also very strong in words, bluntly saying: "If we continue to restrict the Chinese market for three years, we will complete the autonomy of chips!" But even so the united states are still unmoved, asML's encounter is also the end of the company that went to the United States to build a factory!
With the experience of the Chinese market, but also let countries recognize the face of the U.S. market, maybe the relevant restrictions will one day fall on their heads, chips as the most important scientific and technological foundation at present, for every country is an indispensable existence, the current countries have also launched countermeasures.
In the process of seeking technological breakthroughs, it is mainly divided into two steps to implement, one is to increase the technology research and development in the field of lithography machines, and the other is to develop alternative new chips, the purpose is also to break the technology monopoly of ASML companies, and perhaps to achieve a breakthrough for the limits of Moore's Law, which is of great significance to the development of human science and technology.
AsML's international status has gradually declined
In addition to the domestic Chinese Academy of Sciences, before the Japanese company Canon officially announced, after which will fully resume the research and development of lithography machine technology, and Russian scientific research institutions also announced that they will use X-ray technology as the basis to achieve the manufacture of lithography machines, so many countries have entered the game, it is certain that it will soon be able to achieve technological breakthroughs.
What ASML did not expect was that 14 technology companies in Europe also officially announced that they had jointly established the "PhoQuant" project, the purpose of which was to study photonic chips, and even their own people began to do right with ASML.
Once the photonic chip has made a corresponding breakthrough, in the manufacturing and production process, there is no need to use the cutting-edge EUV lithography machine, and the previous domestic research institute has proposed the concept that the photonic chip can replace the silicon-based chip, and has passed the corresponding experimental demonstration.
The advantages of photonic chips have gradually been shown, the use of light waves as a computing carrier, compared to the current stage of the common use of electrons, in the ultra-high speed, super parallelism, loss rate have certain advantages, but also do not have to rely on the number of transistors, this will be a good direction for the development of future chips.
Once the photonic chip is successfully commercialized, then ASML's EVU lithography machine will gradually reduce its status in the chip field, from core equipment to auxiliary equipment, so foreign media will say that asML's international status will gradually drift away!
With the establishment of the "PhoQuant" project of European companies, photonic chips have once again become a hot topic, and in this project, we have also applied for many technology patents, so we will no longer be passive in future international cooperation, and the relevant restrictions will not play a role.
The reason for all these factors lies in the "unfair" treatment of the market by the United States, which has led to many international enterprises to establish a system independent of American technology, and those enterprises that have gone to the United States to build factories in the United States are only a "chess piece" after all, and after the surplus value is squeezed, it will also be abandoned.
The development of traditional silicon-based chips has encountered a bottleneck, although at this stage it is not certain whether photonic chips can replace its position, but for the current stage of the domestic industrial chain, as long as there is a glimmer of hope, we must do our best to try, otherwise the relevant restrictions will continue to continue.
Although in the field of photonic chips, the country has also achieved the corresponding commercial use, but if you want to achieve the complete construction of the ecology, it will definitely take a long time, and if you want to break the blockade of relevant restrictions, we must bravely take this step, what do you think about this?