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On the morning of September 1, ASML issued a statement to Chinese media saying that the company had applied to the Dutch government to continue shipping the immersion lithography system and obtained approval. Previously, it was Chinese buyers who asked for related equipment.
This lowered posture actively indicates that we will not interrupt the transaction with China, which reflects that we have begun to turn the situation around in this game, occupy a favorable position, and turn defense into attack. ASML Corporation is currently the world's largest manufacturer of semiconductor equipment.
Based in the Netherlands, the machine can manufacture chips in the seven-nanometer range, the highest precision available. The company's customers are all over the world, including the famous Intel, Samsung, TSMC, etc.
Because of the core key technology, even the whole of the Netherlands is in a seller's market. In other words, even the United States cannot completely produce all high-precision parts in-house, and needs to rely on imported equipment to manufacture chips, and we are the same.
But after the rise of our high-tech industry, the United States and the Dutch government tightened the siege sanctions against us. Restricting exports to China makes our transition stage on the road to independent innovation particularly difficult.
The announcement that it will continue to perform the contract is mainly because the transaction has not yet been completed, and it is not unreasonable to fear that the Chinese side will unilaterally cancel the order. On the same day, the new export control regulations issued by the Dutch government officially came into effect, and new export applications will not be approved from next year.
In addition to the limitations of objective conditions, the deeper reason may be that we have made revolutionary breakthroughs in related fields, and then with a high posture, we may completely lose the Chinese market in the future and cannot be sold.
On August 28, without any warning, Huawei released the latest mobile phone in advance and sold out in a short time. Such crowded scenes are rare, especially after four years of silence in the face of sanctions.
According to the disassembly analysis of non-governmental people, the two highlights of this mobile phone: 5G and satellite communications, both mark that the chip it carries reaches the minimum fourteen nanometers.
This chip is completely designed and manufactured by Chinese enterprises and is a nationally produced "Chinese core". SMIC then claimed that the chip had an accuracy of seven nanometers, which is the manufacturing level of the most advanced lithography machine in the Netherlands, which means that we have truly crushed the enemy's plot.
At this time, less than a day had passed since the US Secretary of Commerce's plane landed in China. Before leaving, the minister also clamored that if Huawei continues to invest in research, the United States will increase sanctions against it.
It can be seen that the so-called termination of sanctions is only a last resort delay, and it also shows that in order to gain a foothold in the world surrounded by jackals, tigers and leopards, mastering core technology is the last word, and only when you are strong can you be invincible in the cruel competition.
On the morning of September 5, some media disclosed Huawei's helmsman, Ren Zhengfei, who spoke to the whole company, mainly involving talent reserves. The overall idea is no different from the country's strategy of strengthening the country with talents, and both emphasize the need to give play to subjective initiative.
Associate personal interests with career prospects, give full play to strengths and avoid weaknesses, and establish an effective evaluation and reward mechanism. It has to be said that an entrepreneur has such a pattern and forward-looking vision, but some countries are still resting on their laurels and slowly dying.
Some people commented that this chip breakthrough was no less than the first atomic bomb that exploded in Lop Nur. The same experience from scratch, Chinese in the field of nuclear weapons and semiconductors, has stood up since then. In the future, the optimization and progress and upgrading will be a matter of course.
The reason for using the atomic bomb analogy is that in the era of rapid digital development, semiconductor technology not only reflects a country's scientific and technological strength, but also determines to a certain extent whether we can return to the peak.
In the past, we focused on theoretical learning and innovation, and over-believed in the global division of labor. As a result, the industry developed top-heavy, with the most advanced knowledge and drawings in the world, but without the machines to make them, everything is on paper.
The equipment bought back at a high price also had to be maintained by others, and the seller interrupted the supply if he was unhappy, and was subject to others everywhere, no less than after the Opium War Chinese he was bullied in the concession. Gone are those days.
The lithography machine is a device whose working principle is similar to 3D printing, and the exposure work must meet the requirements of the finished product, which has extremely high requirements for basic industries such as optics and electronics industry. Being able to make such a machine is partly explanatory.
The mainland is moving away from the industrial model dominated by raw material exports and primary processing, shifting from labor-intensive to relying on advanced technology to create high returns at low cost. This is evidenced by the large number of foundries in Western countries moving to Southeast Asia in recent years.
To sum up, the Netherlands' sanctions against us have not only not been relaxed, but have a tendency to tighten. However, at a time when the mainland's own products are about to enter the market in large quantities, this practice is contrary to Dutch companies and harms the interests of both sides.
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