With the updating and iteration of science and technology, the status of chips is getting higher and higher, and has gradually become a symbol of a country's comprehensive strength, however, many countries do not have the ability to manufacture chips, and the development of science and technology is subject to people everywhere, such as Huawei, because it only has the ability to design chips, but due to the lack of EUV lithography machines in domestic chip companies, it is impossible to manufacture high-end chips alone, and has been forced into an extremely difficult situation by Laomei.
Chinese academician Wu Hanming once said that the EUV lithography machine is the crystallization of global human wisdom, and it is difficult to build it with the strength of one country alone. As Academician Wu Hanming said, ASML manufactures EUV lithography machine components and technologies from more than 5,000 enterprises in 35 countries around the world, which is also one of the reasons why it is the only manufacturer of EUV lithography machine in the world today.
Because only ASML company can manufacture EUV lithography machine, resulting in a very shortage of EUV lithography machine, the major chip manufacturers in order to be able to obtain enough EUV lithography machine, expand chip production capacity, enhance the right to speak in the industry, have rushed to the HEADQUARTERS OF ASML company to negotiate procurement matters, such as Samsung electronics leader Li Zairong, in order to be able to get more machines, personally rushed to the ASML company headquarters. In order to help Samsung, ASML decided last year to build an EUV lithography remanufacturing plant in South Korea, which is simply to renovate the EUV lithography machine.
Recently, ASML company announced the latest financial report, according to the financial report data, ASML company revenue and profit have been significantly increased, but there are nearly 30 EUV lithography machines have not yet been delivered, worth more than 3 billion euros.
It is worth mentioning that ASML has delivered 20 EUV lithography machines in the first half of this year, and announced plans to manufacture 25, 55 and 60 EUV lithography machines in the second half of this year, next year and the year after, respectively, and the largest possibility is to deliver EUV lithography machines to downstream manufacturers on time.
For the production capacity of ASML's EUV lithography machine, as well as market demand, the US media warned about the latest financial report data released by ASML: some downstream companies may not be able to get the EUV lithography machine on time, and ASML company may gradually lose the right to speak in the industry.
Since the second half of last year, the automotive industry has a shortage of chip supply, although countries have taken active measures at the first time, but the "chip shortage" not only did not alleviate, but intensified, the United States General Motors and Ford, the two major automobile century-old giants due to the problem of chip shortage, recently closed a number of factories and production lines again, stopped the production of some models.
In order to solve the problem of "chip shortage", TSMC, Samsung, Intel, etc. are constantly expanding production capacity, and with the improvement of chip process technology, the demand for EUV lithography machine is greater.
In addition, with the efforts of Chinese scientists, Chinese companies continue to break through the EUV lithography machine technology, after a few years, Chinese companies can use the domestic EUV lithography machine, and even to Samsung, TSMC can sell EUV lithography machine, at that time, ASML will continue to lose the right to speak in the industry.
In fact, ASML is also facing a bigger problem, that is, Lao Mei has already taken a shot at TSMC and Samsung to obtain core trade secrets, and the next step may be to obtain core technologies. So, after the platform Accumulation and Samsung, will Lao Mei attack ASML Company? Do you think Lao Mei will let GO of ASML?