ASML finally realizes that the Chinese market cannot be lost, and the shipment of the light carvings of China will be doubled

The news from the industry stated that ASML plans to sell 78 light engravings in China, more than doubled from 34 in the first quarter. Previously, the United States reported that ASML was reduced or even suspended to sell lithography machines. People are strange, which may mean that ASML finally realizes the indispensable Chinese market.

China has become the world's largest chip and equipment market. In 2021, China is the largest customer of ASML. It has purchased a 29 billion US dollars of lithography machine and exceeded about $ 25 billion in South Korea and Taiwan.

China not only purchases the new optical carvings of ASML, but also imports a second -hand lithography machine from Japan, which has led to more than double the price of second -hand optical carvings in Japan. In the year, ASML's light carved machine did not worry about selling it, so he paid attention to the Chinese market.

In the past three years, the global chip production capacity expansion stage, 86 chip manufacturing projects have been planned worldwide. As a result, ASML's photoresmal machines are in short supply, and the profit of ASML in 2021 has also increased by 60 %. One of the biggest winners.

However, since this year, the global chip market has changed significantly, and excess supply has been supplying radio frequency chips and simulation chips, which will have an important impact on the global chip manufacturing industry. The demand for chip equipment may decline. China may continue to promote the expansion of chip production capacity The demand for the light carved machine will still be very large, which highlights the importance of China's market to the global chip and equipment market.

Just at this time, the United States suddenly asked ASML to temporarily stop supplying the DUV lithography machine to China, which made the industry wrong. After all, the DUV lithography machine is a mature process, which is not a limited device. Industry insiders believe that this is because the United States has selfishness, and it tries to limit China's chip production capacity expansion.

After three years of production capacity expansion, China has become an important chip producer. In 2021, China's chip production capacity has ranked third in the world, while the United States ranks fifth. The blank of power management chips and radio frequency chips, because the cost of Chinese chips is far lower than the American chip, earlier in Chinese chip companies in China said that its chip price was only a quarter of similar American chips, and the functions were almost the same. This has caused tremendous pressure on American chips.

However, this time ASML may not follow the requirements of the United States, because ASML itself is also under pressure from survival. The change in the global chip market this year has put pressure on ASML. In the first quarter of this year, ASML's revenue declined by 19%and profits. Further spreading, the global chip industry's capacity expansion will stop, and China's market will determine the survival of ASML.

Perhaps because of these reasons, ASML now indicates that the supply of photocatagers in China will double. Maybe it is hoped that it will be as much as possible to sell the optical carved machine as much as possible before being under greater pressure to improve the performance. It will change, that's the matter in the future.

The changes in ASML's attitudes reflect the global chip market's falling phase that has put tremendous pressure on various enterprises that have already brought the chip industry chain. Each company hopes to seize China's important customers at this time. ASML and American chips are out of order.

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