Share with friends and circle of friends with wechat scanning QR code < / P > < p > [text / observer network Lv Dong] < / P > < p > China US technology competition superimposed on the global chip shortage, making the Dutch lithography giant ASML famous. As a manufacturer of what a technology executive calls "the most complex machine made by human beings", asmai is benefiting from the semiconductor boom supporting global scientific and technological progress < p > on July 22, the Wall Street Journal pointed out in a report entitled "as the largest political chess piece in the chip manufacturing industry, asmai still has a strong chip". Under the condition of such strong demand, even as a chess piece in the global trade war, asmai can still make many decisions by itself < p > listen to the chess player, but it's still the chess player

government officials said last week that the Biden administration will continue the Trump era policy and ask its "loyal ally" Holland government to prevent ASME from exporting the most advanced lithography to Chinese mainland, otherwise the White House has the right to restrict the export of lithography parts to Holland. P>

then, Peter Wennink, in a performance briefing on Wednesday, admitted that the company would have to "watch it" (wait and see what happens) for the Chinese mainland situation. [CEO] p> < p > < Wall Street Journal: as the largest political pawn in the chip manufacturing industry, asmai still has a strong chip < / P > < p > the latest financial report for the second quarter of fiscal year 2021 shows that asmai's sales reached 4.020 billion euros (about 30.62 billion yuan), an increase of 20.87% year-on-year, but decreased by 7.9% month on month, slightly lower than the 4.1 billion euros estimated by analysts, However, orders surged 74% over the first quarter to 8.27 billion euros, far better than the market forecast of 2.73 billion euros; The net profit for the quarter was 1.038 billion euros, an increase of 38.22% over the same period last year and a month on month decrease of 22.01% < p > although headquartered in an unknown town in the Netherlands, asmai's extreme ultraviolet lithography (EUV) is the key equipment for the continuation of Moore's law and an essential tool for semiconductor manufacturers producing high-end chips for products such as personal computers, smart phones, data centers and network equipment < p > statistics show that in 2020, asmai accounted for 100% of global EUV lithography machine shipments, 62% of global deep ultraviolet lithography machine (DUV) shipments, and the remaining share was divided by Nikon and canon. At present, asmai's latest generation extreme ultraviolet lithography machine TWINSCAN nxe: 3600d has been delivered to customers. Compared with the previous generation of products, the productivity of this model is increased by 15% - 20% and the engraving accuracy is improved by 30% < p > the financial times commented on July 22 that asmai, as the most valuable technology company in Europe, always looks bright in the future. The company currently has a market capitalization of about $300 billion, its share price has increased nearly sixfold in the past five years, and the growth prospect is still attractive < p > picture source: core thought research institute < / P > < p > but it is also the monopoly position in the field of lithography that makes asmai unable to avoid the influence of geopolitics. In the global semiconductor industry competition, the US has asasi as a "key weapon", constantly pressing Holland to block the sale of EUV to Chinese mainland chip manufacturers. p> < p > this poses a problem for ASMA, because China is now the largest semiconductor equipment market in the world. The Chinese mainland accounted for 26% of global sales last year, according to data from SEMI industry. By selling less than one EUV, asmai's revenue will be reduced by about 1.2 billion yuan < p > however, politics also affects the semiconductor equipment market in other ways. After the global large-scale "core shortage", the governments of the United States and European countries have focused on strengthening their chip manufacturing capacity, which has led to the direct support of the government to the industry. The US Senate passed a bill last month requiring us $52 billion in subsidies to support domestic chip production < p > The Wall Street Journal pointed out that EUV lithography machines can not be assembled together quickly. With the expansion of global chip production capacity, asmai's lithography machines began to be in short supply, and customers sometimes even asked for delivery without comprehensive testing

also made ASMA have the courage to say that even if it can not ship to Chinese mainland temporarily, its revenue will not be affected. "Our customers are eager to get these machines". p> < p > Financial Times: how does the global semiconductor dispute shape asmai's future < / P > < p > but there is no near worry, which does not mean there is no foresight < p > the financial times pointed out that asmai may benefit from this "inefficient" market in the short term. Because no matter where European and American companies build factories and expand production, these companies will still be asmai's customers, and asmai may also benefit from the rebound of the global economy < p > however, a report jointly released by the silicon industry association and Boston Consulting Group warned that the strategic decoupling between Europe and the United States and China could be counterproductive, leading to a slowdown in innovation, a loss of market share and a significant increase in China's manufacturing capacity < p > as far as asmai is concerned, the company recognizes that export control is an effective tool to solve "targeted and specific national security problems", but questions the harm caused by excessive use of export control: at a time of global chip shortage, export control may further damage the supply chain < p > Paul triolo, head of technology business of Eurasia Group, said that the US policy of weaponizing technology may also exacerbate geopolitical tensions around China and Taiwan. At present, the most advanced chip manufacturing bases are located in Taiwan, and the Chinese government has an "unknown red line" on the Taiwan issue“ Governments should be very careful when disrupting global supply chains. For 40 years, we have all benefited from a very strong, open and free supply chain, which has brought a lot of innovation. " As we all know, due to the existence of TSMC and Samsung, Taiwan and South Korea have long been the top two shipping places of ASMA, but both regions are facing geopolitical risks, which makes ASMA feel pressure < p > in almost every year's financial report, ASMA will have the following risk tips: < / P > < p > some of our manufacturing plants and customers are located in Taiwan, China. Customers in Taiwan accounted for 33.8% of our net sales in 2020 and 45.3% of our net sales in 2019. Changes in the situation in the Taiwan Strait, the policies of the Taiwan authorities, and other factors affecting Taiwan's political, economic or social environment, ?
2023-03-22 10:04:38