According to a number of media reports, the latest chip export control measures in the Netherlands came into effect on September 1. In this regard, Dutch chip manufacturer ASML said that it has submitted an export license application for NXT:2000i and subsequent immersion lithography systems to the Dutch government, and has obtained government approval.
ASML said that due to export restrictions, it may not be able to provide these equipment to China from January 1, 2024.
Hearing these news, I have some emotion, it seems that the equipment for manufacturing chips can only rely on ourselves, no matter how difficult the road is in the future, we have to bite the bullet, because, in the face of the US technological blockade, we have no way back.
For the Dutch company ASML, the loss of the Chinese market is definitely a big loss for him. There are two main sources of their profits, one is EUV lithography machine, and the other is DUV lithography machine. EUV lithography machine, is the production of chip equipment below 10 nm, only one ASML enterprise in the world production, in a monopoly position, while China has not yet developed, can also sell a good price, but there is American technology, their own can not decide. Once China's technology has made a breakthrough, perhaps no one wants the price of cabbage.
With the listing of Huawei mate60pro, whether it is American companies or Dutch ASML, there may be varying degrees of panic, the US technology blockade may fail, and ASML's chip equipment, China may not need it, Qualcomm's semi-annual report has confirmed this, the second half of the year received 4G chip orders are 0.
Is chip manufacturing really that hard?
Difficult, difficult to go to the sky, take the manufacture of lithography machines, involving 530,000 patents, we can imagine how difficult it is.
Some people say that the physical principles are all the same, they can make it, why can't we? It is necessary to know that ASML relies on the global supply chain, integrates the top scientific and technological resources of various countries, and uses the top technology of European and American countries to successfully manufacture EUV lithography machines. With China alone, it is indeed difficult to manufacture.
Is there really no way for us to solve the chip problem? I feel that there must be, perhaps it is not convenient to disclose now, there is no public information to confirm whether the scheme of bypassing the lithography machine is feasible, but I always believe that overtaking in corners is our strength, and I believe in Chinese wisdom!
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