Text/Block Technology
Editor/Block Tech
preface
It's time to fight back! Regarding the ban, the Netherlands is tough, ASML "and thin mud"
The swinging attitude of the Netherlands
The Netherlands controls the world's largest lithography machine industry chain and has the world's top ASML lithography machine manufacturers. However, since reaching an agreement with the United States, the Netherlands has faced greater trade challenges.
The Netherlands did not have a clear position at first, wanting to continue to maintain the Chinese market as an important customer. However, the Netherlands ultimately sided with the United States and decided to implement export control rules on September 1.
The decision is significant for the Chinese market, which is an important trading partner for the Netherlands, which traded a total of 868.4 billion yuan last year. China's total trade imports from the Netherlands amounted to 83.5 billion yuan, most of which were imports that support the semiconductor industry.
The lithography machine of ASML in the Netherlands is one of the important sources of the Chinese market, and China has become the third largest market for ASML. The Netherlands, although wavering, chose to take a tough stance in the end.
In addition, the Netherlands has taken concrete actions in the area of export restrictions. The Netherlands has included its TWINSCANNXT:2000i and subsequent lithography machines on its export control list. Although not all lithography machines are restricted, the attitude of the Netherlands shows that they are ready to limit shipments. ASML, as a major constrained vendor, cannot be left alone.
Following the announcement of the restrictions in the Netherlands, ASML issued a statement stating that it would comply with applicable export control regulations. That said, ASML has accepted the reality of being restricted from shipping. It can be seen from this incident that the Netherlands and ASML have maintained the same attitude, and despite many consultations in China, they have not been able to change the position of the Netherlands and ASML.
ASML's "and thin mud" attitude
While the Netherlands and ASML's decision was a great disappointment to China, ASML expressed in a statement their willingness to continue to comply with export control regulations. It can be seen that ASML did not choose to explicitly take sides, but chose to push the matter to export control rules.
ASML's position is clear, they do not want to offend the United States, nor do they want to impose practical restrictions in China. The decision-making power in the Netherlands and ASML is held at the top, while ASML, as a commercial company, has the primary goal of stable profitability. Therefore, it is unrealistic to pin hopes on ASML, and the key to solving the problem is to rely on one's own efforts.
In addition, ASML, as a company that has been deeply engaged in core technology for many years, does not completely rely on American technology for the production of DUV (deep ultraviolet) lithography machines. If ASML can use its industrial influence to negotiate with Dutch executives, it may be able to change the position of the Netherlands.
After all, no matter how powerful and influential the United States is, it cannot attack the Netherlands without scruples in the international community. However, it is worth noting that ASML is always a commercial company and their goal is to make a profit. Therefore, it is not realistic for ASML to change the situation by its own efforts, and in the face of this situation, China can only fight back through its own efforts.
China's countermeasures
In the face of Dutch and U.S. restrictions, China is not without means to fight back. China's Ministry of Commerce and the General Administration of Customs issued an announcement on July 3 to impose export controls on gallium and germanium-related items, effective August 1. Gallium and germanium are commonly used semiconductor raw materials, gallium is widely used in the manufacture of various semiconductor devices, and germanium can be used as an alternative material for silicon.
China has a great say in the control and import and export of these two raw materials, 96% of the world's gallium production comes from China, while the United States also imports 58% of germanium from China. Therefore, China's restriction of the supply of these two raw materials will have a significant impact on the United States.
In addition, China also has a monopoly on rare earth resources, which play an important role in manufacturing, military and high-tech industries. China restricts the global rare earth supply chain, so the restricted export of rare earths will also have a non-negligible impact on the United States. In the face of strict sanctions from Western countries, China will not stand idly by. China will safeguard its national security and interests by restricting exports.
epilogue
The Netherlands took a tough stance, ASML chose the "peace mud" stance, and China took a counterattack by restricting exports.
The decisions of the Netherlands and ASML have a significant impact on the Chinese market, where imports are very large, much of which is supported by the semiconductor industry. However, ASML, as a commercial company, is more focused on stable profits and cannot rely solely on their support.
China can only strengthen the research and development of indigenous technologies through its own efforts and take strong countermeasures. China's move to restrict the export of semiconductor raw materials and rare earths will have a major impact on the United States, which also reflects China's determination and strength to safeguard national interests.
In the face of changes in the international trade environment, China needs to be more proactive in participating in competition, strengthen its own strength, and protect its core technologies and industrial chains. At the same time, strengthen cooperation with other countries, promote international cooperation and development of the semiconductor industry, and achieve a win-win situation.
As mentioned in the above article, the Netherlands' attitude to the "Midea lithography machine ban" is wavering, ASML "and thin mud", China's Ministry of Commerce and the General Administration of Customs have counterattacked, implementing gallium and germanium-related items to implement export control", what do you think about this?
Welcome to leave a message in the comment area to discuss!
☞ Pay attention to the blocks and bring you different wonderful information every day!
If you like this article, please help the cube like, add a follow, forward support, thank you!
The picture comes from the Internet, if there is infringement, please contact to delete!