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The Netherlands is a big country in lithography machine manufacturing, with ASML, the world's largest lithography machine manufacturer, and many lithography machine industry chain giants are also in the Netherlands. The United States continues to modify chip rules, win over the Netherlands to reach an agreement, and join the restriction camp, which brings great variables to the Dutch lithography machine industry chain.
Finally, the two major lithography machine giants in the Netherlands took collective action and actively laid out the Chinese market. With the support of Dutch lithography machine giants, China's chip industry can get a certain boost, and foreign media said: China's core can not be stopped.
SMIC has four 12-inch fab projects, Hua Hong Semiconductor has also prepared funds to build 12-inch fabs, coupled with chip manufacturing projects of other manufacturers and China has set a 70% chip self-sufficiency target, it is foreseeable that China's demand for semiconductor equipment will continue to grow in the future.
This is very attractive to Dutch lithography machine manufacturers, which can bring huge business opportunities to Dutch lithography machine manufacturers. Moreover, China's semiconductor industry still lags behind in technology and needs to import advanced equipment and technology.
Dutch lithography machine manufacturers have a high level of technology and can provide high-quality lithography machine equipment and technical support to meet the needs of the Chinese market.
It's just that the United States constantly interferes with Dutch companies doing business, wooing the Netherlands to reach an agreement and join the restriction camp. Although the Netherlands does not want to join the United States, it is difficult to refuse due to the pressure of the United States. So the Netherlands continued to ship old lithography machines to China within the scope of conditions.
In addition to the Dutch official willingness to cooperate, the two major lithography machine giants of Dutch ASML and KMWE have also had a complete showdown and collectively participated in the layout of the Chinese market.
First of all, ASML said that the Chinese market is very important and cannot be lost. In order to make customers feel at ease to purchase lithography machines, ASML emphasized that the rules implemented in the Netherlands are not for all DUV lithography machines, and equipment for TWINSCAN NXT:1980Di and below can still be shipped.
Secondly, KMWE, another major lithography machine giant in the Netherlands, has also begun to act, building factories in China to circumvent US technology export restrictions.
KMWE is one of the upstream suppliers of ASML, and KMWE's status in the lithography machine industry chain is very high. KMWE offers a variety of machining and manufacturing solutions, including CNC machining, precision grinding, ultrasonic cleaning, vacuum welding, and surface treatment.
KMWE also provides lens assembly, testing and calibration services to provide high-quality optical components to the semiconductor industry. At the same time, KMWE also provides assembly, debugging and maintenance services for semiconductor equipment, providing customers with a full range of semiconductor manufacturing solutions.
KMWE can also provide other types of lithography machine parts processing and manufacturing services according to customer needs. KMWE's ability to enter the ASML industry chain has proven its strength, so KMWE has set up factories in China, which is beneficial and harmless for China.
ASML, KMWE, the two lithography machine giants collectively acted, for the Chinese market to do a lot of layout strategies, the purpose is only one, to gain a foothold in the Chinese market. In layman's terms, it is to make money.
This is actually understandable, as a commercial company, making money is almost the first priority, and with revenue, it can be invested in long-term R&D and manufacturing. The rules set by the United States cut off their financial path, and naturally they have to find a way to solve the problem. ASML's solution was to ship more older lithography machines, and KMWE built a factory in China.
With the support of these lithography machine giants, it can indeed bring more help to China's chip industry. Foreign media said: China's core can not be stopped, China will firmly develop chip technology, improve self-sufficiency, independent controllable capabilities.
Although it is a good thing to get the help of foreign companies, cooperation can be win-win, but we must understand that core technology cannot be obtained by cooperation. ASML, KMWE can ship lithography machines in China and build factories, but will not share the core technology.
Breaking through the core technology still has to rely on themselves, otherwise at the critical moment, ASML, KMWE and other manufacturers will still choose to abide by the rules of the United States, forced by the pressure of the United States to keep a distance from customers. Therefore, it is unrealistic to pin hopes on foreign companies, and China's lithography machine should also deepen self-research while maintaining cooperation.
In addition, it is necessary to have a strong R & D team and technical personnel to carry out the research and development and innovation of the core technology of lithography machine. To understand the market demand, determine the technical indicators and performance requirements of the lithography machine, and develop competitive products.
To know that the lithography machine is a very sophisticated semiconductor equipment, high-end lithography machine uses 100,000 parts, is the crystallization of human wisdom. If the global layout is blocked, it is necessary to cooperate with other manufacturers in the industrial chain to establish a complete industrial ecosystem.
The United States always pays attention to the development of China's chip industry and does not want its position to be shaken. Chips, lithography machines, photoresists, which are the core technologies of the semiconductor industry, are being laid out one by one in China, and I believe that one day, they can also stand at the top of the industry.
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