Some people say that the Netherlands played things big this time, but I didn't expect that China's playing law and the world was confused. I watched the play of the Netherlands and other US imperialist countries, such as a cattle in the throat. Resolutely support the country's counterattack, the arrow is on the string, but the heart is dripping blood, maybe both sides lose.
最大的半导体市场
众所周知，虽然中国的半导体水平跟世界先进水平还有一定差距，但中国市场是全球最大的半导体市场。 这不仅仅包括半导体产品，而且还包含半导体生产设备。
Nvidia executives have made it clear that it is basically impossible to find a market to replace the Chinese market. 如果不允许将半导体产品提供给中国，那么即将在美国投建的世界最大的半导体生产工厂也就没有必要了，可见中国市场之大。
In order to comprehensively block the development of technology enterprises such as Huawei on the mainland, the United States has adopted a variety of despicable measures. They not only revised chip rules and cut off the supply of core technologies of companies such as Huawei, but also formed alliances with Japan, the Netherlands and other countries to jointly restrict the export of equipment such as lithography machines.
This series of measures has caused the mainland semiconductor industry to fall into serious difficulties. Now, the Netherlands has announced that it will abide by the US agreement and strictly restrict the export of DUV equipment, which will make it more difficult for the mainland to purchase equipment such as advanced lithography machines.
荷兰玩大了
The core equipment of semiconductors, lithography machine, is the biggest bottleneck of China's semiconductor technology, China's semiconductor market is huge, and the demand for lithography machine is naturally huge. The US imperialists have also focused on the soft underbelly of China's semiconductor science and technology, encircling and blocking China's scientific and technological development.
The United States, Japan and the Netherlands jointly formulated the Wassenaar Agreement, according to which ASML in the Netherlands will no longer sell EUV lithography machines to the Chinese market!
How many lithography machines has China bought? The head of the company's China region revealed that as of 2020, the company has sold more than 700 lithography machines to the Chinese market.
In recent years, China's semiconductor industry has been increasingly restricted, and the number and speed of purchasing lithography machines have also increased rapidly in the short term. People expect to buy lithography machines before the ban period, or book enough lithography machines.
And the US imperialist will not die, and the restrictions on China's semiconductors are becoming more and more severe. Not only restrict the export of lithography machines to the mainland, but even some lithography machines ordered earlier have not been able to get the goods.
And the Netherlands has recently played even more, under the blackmail and instigation of the United States, no longer provides after-sales service for the lithography machine that has been sold to China! Will the lithography machine bought in China become "scrap iron"?
中国的反制措施
China's Ministry of Commerce suddenly announced export controls on two rare materials, gallium and germanium, compounds of which are important materials for making semiconductor products.
The total global gallium reserves are 230,000 tons, and China has about 85% of the reserves. China accounts for 41% of the world's germanium reserves, and the United States accounts for 45% of the world's total, but the United States has not exploited and has no relevant mining technology and experience.
It can be said that China's countermeasures are strong, striving to awaken the United States and other countries to reduce the suppression of China, and also reduce the pressure on the development of the mainland semiconductor industry. But this did not hurt these imperialist countries, and they tightened their suppression of China even more.
Dutch companies not only cut off the supply of advanced lithography machines from China, but also flouted the order contract, and some orders were delayed. And recently played even bigger: cancel the after-sales service of sold lithography machines! Turn the lithography machine already bought by China into "scrap iron"? What a scoundrel this is?!
Is this to "strangle" the rhythm of the Chinese semiconductor market? I've heard of stuck necks, but I've never seen such a stuck neck. China's countermeasure is to demand that the Netherlands buy back all 700 lithography machines on the mainland market! Since you can't provide after-sales service, is it normal to buy back your machine?
荷兰玩的起吗？
Cutting off the supply of lithography machines and canceling after-sales service shows that this company has completely said goodbye to the Chinese semiconductor market. The Chinese market is a market that no global company wants to give up, and giving up the Chinese market is undoubtedly a huge blow to ASML.
A DUN deep UV lithography machine costs around $80 million, and if it buys back all the lithography machines sold to the Chinese market, how much money does ASML need to pay buyers? And more than 700 lithography machines are only statistics for 2020, and the actual number may be even more. This part of the money is also a lot, is this company in the Netherlands playing?
The concern is what if the Netherlands does not buy back? The executives of Changjiang Storage bluntly said that if the product is purchased under the premise of compliance, it cannot be delivered or cannot be used in the future, and the product is repurchased within a certain period of time is really honest and fair.
Cutting off the supply of lithography machines and canceling after-sales service have violated the system and rules of international trade, violated market principles, and damaged the international image of the Netherlands. What if you play a rogue again and don't buy back the lithography machine that has already been sold to the Chinese market? Talk to them about integrity, do they understand?
写在最后
This series of restrictive measures in the Netherlands poses a major challenge and trouble to China's semiconductor industry. But for the encirclement and blockade of the great powers, we have no choice but to face the battle head-on. The move to ask the Netherlands to buy back the lithography machine is a clear counterattack!
We can meet this challenge by strengthening capital investment, independent research and development, expanding international cooperation to enhance independent innovation capabilities, and improving the entrepreneurial environment. Provide preferential policies in terms of human, material and financial resources.
China's semiconductor industry has great development potential, and has the determination and ability to achieve greater competitive advantages in the global semiconductor market, and what the US imperialists are afraid of will definitely happen, it is only a matter of time.
I believe in China, what about you?
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