The agreement on chip export restrictions between the United States, Japan and the Netherlands is a major event for the semiconductor industry, because the semiconductor companies belonging to the United States, Japan and the Netherlands almost occupy a monopoly position in the global market.

ASML of the Netherlands has a leading technology and market share in the fields of lithography and thin film deposition equipment. Among them, lithography machine is widely used in the front process of chip manufacturing, including coating, wafer processing and so on.

Japan's Tokyo Electronics and Fujitsu are also excellent semiconductor equipment manufacturers. Tokyo Electronics is a leading enterprise in the field of semiconductor manufacturing equipment, which has a very high market share in oxidation furnaces, wafer cleaning equipment and other fields. Fujitsu has a strong technical strength in the field of wafer processing equipment, and it has excellent performance in nano-imprint machines, lithography machines and other fields.

Prior to this, the Dutch ASML has been limited to high-end EUV lithography machine, currently smaller than 5nm size chip wafers can only be made using this extreme ultraviolet lithography machine. The "agreement" on third-party chip export restrictions in March will cover the new generation of DUV lithography machines, while Japanese companies will be restricted to up to 23 semiconductor devices.

In addition, Japanese chip manufacturers have been actively promoting advanced chip manufacturing.Rapidus, a new company not long after its establishment, has introduced the first EUV lithography machine under the incentive of corresponding financial subsidies in Japan.。

According to public data, Rapidus is a chip manufacturer jointly established by about 10 companies, including Toyota, Sony, Softbank Corp., NTT and so on. It was only established in November 2022, and expects to achieve domestic manufacturing of 2nm advanced process chips in 2027.

It is also worth noting that Micron also has plans to invest in memory chip manufacturing in Japan and will receive a subsidy of $1.5 billion, which may be used to buy EUV lithography equipment.

This means that the "chip struggle" has completely begun, you know, this is in the "United States, Japan and the Netherlands" chip technology restrictions launched at the same time.

Earlier, Biden loudly shouted "Made in USA" and "made in America is back".

However, under a series of their operations, the result is counterproductive. As a result, the chipmaker, which is of American descent, has built its manufacturing base outside, and the US technology giant IBM has previously reached a cooperation with Rapidus, a Japanese company, to achieve the manufacture of advanced process chips. According to previous media reports, IBM is the first company in the world to release 2nm chip technology.

From this point of viewFrom this point of view。

This proves,While the United States threatened the Netherlands and Japan to set up guardrails for chip manufacturing equipment, "Japan and the Netherlands" were very obedient and said that they had to take measures, but in fact they were planning their own abacus.Through a large number of financial subsidies and incentives to induce Micron, TSMC and other chip manufacturers to build factories, so as to promote manufacturing infrastructure, personnel training, and so on, in an attempt to revive semiconductors.

However, in fact, according to the analysis of historical news records on the topic of chip manufacturing, the manufacture of 2nm process chips is full of uncertainty, and there are many influencing factors. TSMC and Samsung have been talking about 3nm technology for a long time, but according to Wei Zhe-Jia, president of TSMC, the highest quality rate of TSMC 3nm chips can reach about 50%.

And the most important thing is the chip consumer market.

The United States stirs up the global chip debate, the impact of low-end chips is limited, basically focused on high-end manufacturing, it is a technology dispute.Ignore the market。The technology struggle requires a huge cost input, which will not work without strong market support.The interaction between market and technology can form positive feedback, otherwise it is of no practical significance, especially for capital.

So, on the whole, with the beginning of the debate in the global chip industry, especially focusing on manufacturing, it has become a consensus to achieve self-sufficiency in the chip industry and reduce the dependence on American technology.Chip restrictions are difficult to persist for a long time.。