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Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

author:Andy

Lead

In the world, almost all countries and regions attach great importance to the development of the science and technology industry, and in various industries, chip technology is the core and cornerstone of development.

Because today's technology industry and corresponding applications have been very popular, and the most important of them is a variety of smart terminals and smart devices, in which chip technology is indispensable.

It is the soul of almost all electronic products, and today's chip technology is more and more widely used in the technology industry and smart devices, so it can be seen how important chip technology is to the development and impact of the technology industry.

But when the United States strategically restricts China through technological superiority, will the pattern of the global chip industry really change because of this?

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

The importance of chip technology.

The English name of the chip is Chip, in fact, the chip is used as an electronic component or circuit device, so it is also called an integrated circuit.

The integrated circuit in English is Integrated Circuit, abbreviated as IC, and there are many kinds of integrated circuits, including important semiconductor integrated circuits.

An integrated circuit of a semiconductor is a circuit in which electronic components such as transistors, capacitors, and resistors are integrated into a certain number of semiconductor wafers.

When the number of transistors exceeds a certain number, it constitutes a certain logic circuit or other electronic circuits such as memory cells.

Therefore, it can be called an integrated circuit.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

There are a large number of semiconductor transistors on that integrated circuit chip, and they are organized differently according to different functions, so integrated circuits are also called very large-scale integrated circuits, that is, VLICs.

And this very large-scale integrated circuit can be called a chip.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

Semiconductor materials are very important materials in transistors, and semiconductor materials have conductive properties.

When the required electric field acts on the semiconductor material, the electrons of the semiconductor material are affected.

The electrons are excited out to produce an electric current.

The structure of the transistor consists of two PN junctions.

On the other hand, PN junctions are composed of P-type and N-type semiconductors.

When a voltage is added to the positive end of the PN junction and the negative end is placed at a low level, the PN junction becomes conductive.

In this way, the current between the PN junction can pass, and when the positive end of the PN junction is grounded, and the negative end is added with current, the PN junction will become a cut-off state, so that the current will not pass through.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

By controlling the PN junction, we can control the current on and off, and the voltage is the voltage that controls the PN junction on and off.

According to this structure, we can control the current on and off, and realize the logic operation of the circuit.

From this, it is not difficult for us to see that the chip is the soul of electronic products, and it is with chips that electronic products can have the so-called intelligence.

U.S. strategic restraint on China.

The United States has long held the commanding heights of the global technology industry.

However, today, the development of the global technology industry can be described as rapid development, so when it comes to the technology industry, it is not only the United States that dominates.

In the face of fierce competition from around the globe, the United States has sought to forge international partnerships for decades.

But just as the United States was working with global partners, an inevitable scenario emerged: the United States was changing in the economic cycle.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

Against the backdrop of the rising of American companies, almost all of the middle and senior levels of the United States are worried about China's rise.

It is precisely because of the fear of China's rise that some policymakers in the United States have begun to raise some objections.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

China, on the other hand, plays a pivotal role in the global technology industry, and can develop the technology industry independently even without the participation of the United States.

However, the United States is currently using all means to impose so-called strategic restrictions on China.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

In the process of developing chip technology and corresponding industries, China will always choose a development path suitable for itself based on its own interests.

However, in this context, the United States has blocked some chip technologies from the mainland, which will make the development of the mainland's science and technology industry very difficult.

The U.S. crackdown on chip technology has even affected the stability of the global chip industry, not only that, but the United States also occupies the commanding heights in chip technology, that is, in semiconductor production and licensing.

ASML, a U.S. company, is the key to the global lithography machine market, with a market share of more than 80%.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

The U.S. has the final say in the export license for many lithography machine products.

It is in this context that the mainland's science and technology industry is hindered by semiconductors, and many high-end semiconductor production licenses cannot be applied.

And many businesses have been severely affected by this.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

It can be said that ASML is the "cannon fodder" of the American semiconductor industry.

But it is precisely because of this "cannon fodder" of the United States that China will really stagnate in chips?

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

ASML development.

ASM is a Dutch company that was founded in 1995 following the spin-off of Philips' Semiconductor Systems division.

The ASM Group provides advanced production systems and solutions through its unique knowledge, and can provide customers with advanced, energy-efficient and environmentally friendly production systems.

The ASM group of companies has many R&D and manufacturing centers around the world, and ASM's products are equipped with very advanced technology.

The ASM Group is divided into three main aspects of business, one of which is the initials ASM, and secondly, the revenue of the main business of ASM comes from the main business of the group.

It is mainly engaged in the production of semiconductor equipment, while the other two aspects of the business are engaged in the manufacturing and production of other high-tech.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

At ASM's headquarters, R&D is concentrated in the Netherlands, but there is also an R&D center in the United States.

Therefore, it can be seen that ASM is a very international company, and ASM has always maintained its technological leadership in semiconductor equipment.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

As a company that researches semiconductor production equipment, ASML's main product is lithography machines.

The lithography machine is a very important equipment, and the price of a lithography machine on the market is very expensive, equivalent to a small passenger aircraft.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

ASML has an 80% market share worldwide.

It can be said that ASML has almost monopolized the lithography machine market.

ASML continues to work with partners around the world.

And it is constantly exploring new products, and constantly extending its own development.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

And because ASML is an independent semiconductor production company, one of its main customers is Samsung, and Samsung is also establishing a cooperative relationship with ASML.

But in recent years, ASML has been faced with a strategic choice.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

In the process, Japanese companies have risen in the Chinese market.

In the market that was originally monopolized by ASML, it was filled by some Japanese companies.

This also made ASML feel threatened, so ASML had to make some changes.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

ASML did not want to cooperate with China, but in the face of pressure from the United States, ASML eventually exported.

As a result, ASML has also lost its competitive advantage in the global market.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

epilogue

Whether it's the U.S. or other countries, these countries and regions are interconnected.

We've been saying for a long time that the global tech industry is going through a transformation, and that the topic of digital technology is reshaping international relations.

There is also a big challenge in finding a balance between security and development.

In this process, not only China, but also many countries have the ability to independently develop the science and technology industry.

Although there is competition in the technology industry, competition is developed on continuous innovation.

And the United States, which is supposed to be an ally, is also working with partners with frequent threatening guns.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

This approach is undoubtedly very irresponsible, and it is tantamount to a "shot" to the development of the global technology industry, and now the United States is also adjusting its relations with its partners to move towards a new cooperative relationship.

But it's also a challenge.

Because allies are, after all, different, with different interests and political models.

Therefore, there is a need to balance competition and partnership, regardless of the aspect.

Reversed? The Dutch ASML company has become "cannon fodder", Japanese media: the export of lithography machines has soared by 82%

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