In today's globalization context, high-end chips have become an important yardstick to measure a country's scientific and technological level and comprehensive national strength.
Senior experts in the industry have predicted that the mainland's high-end chip industry is expected to be completely independent in the near future and get rid of foreign technology dependence. However, on this road full of challenges and opportunities, we are also facing fierce competition and pressure from Europe, the United States, Japan and South Korea and other countries and regions.
In the face of such a complex international situation, we can't help but ask such questions: can China's high-end chip industry achieve independent control as scheduled and become a leader in leading the global technology trend?
Today, DUV lithography machines are an indispensable piece of equipment in the semiconductor industry chain, with a staggering $25 million per unit, but that's just the tip of the iceberg. The reason why ASML is so determined not to obey the command of the United States is precisely because they know very well that once this nearly 100 billion business is disrupted, the consequences will be unimaginable.
Imagine what a devastating loss it would be if more than 500 lithography machines failed to sell in a year due to a variety of factors. Fortunately, the 300 lithography machines we purchased directly, the dozens we purchased from Nikon, and the dozens of 90nm units we independently developed and produced have provided a solid material foundation for us to achieve independent mastery of high-end chips.
Further, if a production line can stably produce 5,000 pieces of 12-inch wafers per month, then the production capacity of more than 400 DUV lithography machines will be amazing! This means that the production capacity of 2 million 12-inch wafers can be added every month, injecting strong impetus into the global semiconductor market.
You know, the world's monthly production of 12-inch wafers is only about 8 million, and our production capacity will account for a quarter of them, which is enough to shake the global semiconductor market.
Last year, some of the lithography machines we purchased may have been based on accurate prediction of future market demand and stockpiling considerations, as the United States is about to implement stricter restrictions after 2024. However, once these lithography machines are in production, we are expected to have significant benefits and returns by the end of next year.
At first, this leap in capacity may be mainly reflected in the explosion of mature process technology, but over time, our advanced process technology will also catch up and achieve breakthroughs in all aspects.
By the end of 2027, we'll really experience that "blowout" rate of growth. This is not only a digital growth, but also a leap in technology and industrial strength, marking a qualitative improvement in our position in the global semiconductor field.
In this process, domestic enterprises such as Huawei will become an important force in promoting industrial development. Huawei's style has always been clear: if it can build its own high-end chips like the Kirin 9000S, it will not give other foreign companies too many opportunities
Once Huawei's mobile terminal returns to the first place in China, its Kirin series SoC and HarmonyOS system will shine enough to shock the Western powers.
And those former semiconductor giants such as TSMC, ASML, Qualcomm, Nvidia, etc., have now become pawns in the hands of Western politicians to some extent, and they are in a rather embarrassing situation. While they are facing political pressure, they have also had to re-examine their partnership with China.
Now, standing at a new historical starting point, we have reason to believe that China's high-end chip industry will usher in a more brilliant tomorrow. This is not only a contest between technology and industry, but also a contest between the will of the country and the national spirit