The Netherlands clearly stands in line: cannot afford it! Chen Nanxiang: Buy back all Stepper in the mainland?

Text/Block TechnologyEditing/Block TechnologyprefaceChen Nanxiang recently requested ASML to repurchase equipment purchased from China when commenting on the Netherlands' clear stance on the team. This statement has attracted widespread attention and discussion

Text/Block Technology

Editing/Block Technology

preface

Chen Nanxiang recently requested ASML to repurchase equipment purchased from China when commenting on the Netherlands' clear stance on the team. This statement has attracted widespread attention and discussion.

There is no doubt that ASML is the world's largest photolithography manufacturer, and its advanced Stepper equipment plays a decisive role in the Semiconductor industry. However, the clear statement of the Netherlands means that China may face supply interruption and sales ban of Stepper equipment in the future, which is undoubtedly a severe challenge for China's semiconductor industry.


However, ASML has always attached great importance to the Chinese market. In the past few years, ASML has sold more than 700 Stepper to Chinese customers. This fully demonstrates the importance and level of attention of ASML to the Chinese market. However, with the news that the Netherlands clearly stood in line, ASML said that future shipments to China need to be approved by the Netherlands, which means that the Stepper equipment purchased by China may not work properly, or even become scrap iron.


It is understood that the United States not only restricts the export of Stepper equipment, but also repairs parts and qualifications. If the United States continues to increase restrictive measures, China may not be able to obtain some parts in the future, and the previously purchased Stepper equipment will also face difficulties when it needs to repair and replace parts. Faced with this situation, Chen Nanxiang suggested that ASML repurchase the equipment purchased in China to safeguard fair and legitimate rights and interests.

However, it is undoubtedly a huge challenge for ASML to buy back all Stepper equipment. ASML is a world-famous photolithography machine manufacturer. Its Stepper equipment is very expensive. Buying back all the equipment will cause huge economic losses to ASML. Therefore, ASML may not be able to bear such losses.

Although the current situation may not seem optimistic, it is necessary for us to believe that things will not go in the worst direction. China is currently actively taking measures to restrict exports of goods, sending a signal to the outside world:China does not lack the ability to counterattack, we have the means to counter it.

In addition, the Stepper equipment involves many parts. Although some parts are from China, they are not the main core parts. Even if the supply of these secondary parts is limited, it will not have too much impact on ASML. Therefore, it is not advisable to limit the investment in parts. After all, the main core components of ASML's Stepper equipment come from European and American countries.

What we hope is that the United States can give up the practice of power supply disconnection and do not restrict and block again and again, which is not conducive to the healthy development of the global Semiconductor industry chain. At the same time, we also need to continue to increase our efforts in independent research and development, master more advanced core technologies, to ensure our development in the semiconductor industry and have more voice.

epilogue

The Netherlands' clear standing in line is a serious challenge for the Chinese semiconductor industry. However, we should remain optimistic and continue to work hard to promote the development of the domestic Semiconductor industry.

By increasing independent research and development efforts and mastering more advanced core technologies, we can become more independent in Stepper equipment, and also strengthen cooperation with other countries to maintain the momentum of development. Only in this way can we establish ourselves and achieve greater success in the global semiconductor industry!

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