Data show that in 2022, ASML earned 2.16 billion euros in revenue from the Chinese market and sold about 100 DUV lithography machines, a decline compared to 2021.

ASML expects to earn another 2.2 billion euros from the Chinese market in 2023, but compared with the high growth of the Chinese mainland market, ASML's lack of income is considered a poor performance.

At the same time, we see all kinds of "good news" appearing frequently, such as Kunshan Tongxingda, buying domestic lithography machines from Shanghai Microelectronics, not ASML. And Shanghai Jita Semiconductor, which buys lithography machines from Nikon and Canon, but not ASML.

So many people said that next, the replacement of domestic lithography machines began, China has not bought lithography machines from ASML, it depends on whether ASML panics.

To tell you the truth, this statement is very Bullshit. Yes, because the basic logic has been reversed. It is not that China does not want the ASML lithography machine, but that the other party does not sell it to us! Of course, it is not that ASML is not sold, but ASML is not allowed to sell in the United States.

Yes, because the basic logic has been reversed. It is not that China does not want the ASML lithography machine, but that the other party does not sell it to us! Of course, it is not that ASML is not sold, but ASML is not allowed to sell in the United States.

Let's first talk about a fact. A few days ago, ASML explained the export of lithography machines. He said that in the current immersion lithography machines, TWINSCAN NXT:2000i and later immersion lithography systems can no longer be exported to China.

Before ASML said that only EUV lithography machine can not be sold, DUV lithography machine can be sold casually, now even DUV can not be sold casually, can only sell relatively backward lithography machine.

So do we need an ASML lithography machine or not? Of course, it is necessary, because at present, the resolution of the domestic lithography machine is only 90nm, how many nanometers of chips can this lithography machine produce?

This 90nm lithography machine, using the 193nm light source, air as the medium, that is, the dry lithography machine, called ArF, the theoretical minimum process of this lithography machine is 65nm.

At present, SMIC's process is 14nm, and the TWINSCAN NXT:1980Di that can be sold to us using ASML can be used for at least the 14nm process.

So we also have to buy a lithography machine from ASML, it is necessary, because there is no other can replace, because the domestic is still in 90nnm, it is impossible to reach 14nm in a short time.

So we also have to buy a lithography machine from ASML, it is necessary, because there is no other can replace, because the domestic is still in 90nnm, it is impossible to reach 14nm in a short time.