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One after another, the United States can not pressure Allies, in order to survive have accelerated shipments to China

via:新浪科技     time:2023/11/24 17:00:36     readed:183

With the Netherlands ASML's lithography machine exports to China increased by 18 times, the Japanese chip equipment industry also began to plan to give up following the footsteps of the United States, hoping to export chip equipment to China, which Nikon has taken action, which means that the alliance created by the United States has broken.

In recent years, the United States in order to prevent China's development of advanced chips, it can be said that it has made every effort to prevent its own chip companies from shipping to China, and then co-choose Japan and the Netherlands to restrict the export of advanced chip equipment to China, trying to limit China's chip process to more than 40 nanometers.

In the second half of last year, the United States required ASML not to sell lithography machines below 14 nm to China, and in the first half of this year, it further restricted ASML to sell lithography machines below 28 nm to China. With Japan restricting the sale of 23 kinds of advanced equipment to China, it can be said that Japan and the Netherlands have always followed the lead of the United States.

When the Netherlands and Japan followed the United States, the global chip industry began to enter the recession stage at the end of last year, and the demand for chip equipment declined sharply, which caused a huge blow to the global chip equipment industry, and chip equipment companies are worried about how to winter.

However, when many chip equipment companies are following the lead of the United States, the United States chip equipment industry is quietly looking for opportunities to sell chip equipment to China, and many American chip and chip equipment companies have obtained permission to sell chips and chip equipment to China, and obtain huge revenues.

Recently, two chip equipment companies in the United States, Pan Forest Group and Kelei announced their results, Pan Forest Group doubled its revenue from China, Kelei's revenue increased by 50%, and the Chinese market accounted for 48% and 43% of their revenue, respectively. American chip companies such as Intel, Qualcomm and Nvidia have also customized chips for the Chinese market.

Obviously, the US chip industry is completely opposite to the US practice, because they are fully aware of the importance of China's super market, they did not comply with the requirements of the United States, or the United States quietly gave the US chip and equipment industry the opportunity to seize the Chinese market, which makes chip companies in other countries quite depressed.

By the end of August this year, a Chinese chip company produced chips with close to 7 nm performance by domestic process, the Netherlands quickly woke up and gave ASML licenses, and ASML quickly gained huge returns, exports to China increased by 18 times in September, and the proportion of revenue contributed by the Chinese market to it in the third quarter also increased rapidly by more than three times.

Seeing that the US chip industry and ASML have successively obtained huge revenues from the Chinese market, the Japanese chip industry has also begun to regret that Nikon has negotiated with the Japanese Ministry of Economy, Trade and Industry to bypass the US restrictions by improving technologies such as light sources and sell lithography machines to China.

The Japanese chip equipment industry is so eager to sell chip equipment to China, because the Japanese chip industry has fallen into a predicament, the Japanese chip equipment has lagged behind ASML, the Chinese market can be described as the hope of Japanese chip equipment, and Japan has followed the United States, which directly led to huge losses in Japanese chip equipment, Nikon's performance showed that profits plummeted 80%.

Obviously, as ASML began to turn against the water, and jealous of the US chip equipment industry to obtain income from China, Japanese chip equipment has also planned to turn against the water, hoping to obtain income from the Chinese market, the United States has gradually been unable to contain many Allies, they all want to obtain income from this huge market in China, the United States plot has gradually collapsed.

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