The United States is still increasing its chip rules, but the American chip has quietly changed its attitude. Faced with such a situation, the lithography machine giant ASML may also change its attitude towards China. After all, this is related to more than 400 lithography machines. Shipment.
Since Q3 last year, the United States has continued to increase chip rules, and ASML has basically followed them one by one. Especially since the old United States has successfully won over the Netherlands and Japan this year and restricted the supply of lithography machines to China, ASML has expressed that it can ship to China the most The advanced optical technology is the 1980Di at 38 nanometers.
However, after ASML obeyed the requirements of the United States, the American chip industry has changed its attitude one after another. Just after the United States increased its chip rules in the third quarter of last year, NVIDIA quickly customized the high-end chip A800 for China, and then Intel, AMD, etc. customized chips for China. , to ensure shipments to the Chinese market.
All these companies in Japan and the Netherlands see it in their eyes. Among them, ASML seems to be expected to soften its attitude towards China's export of lithography machines in the near future. This is mainly because ASML still has 20% of its orders that have not yet been delivered to Chinese chip companies. It is roughly equivalent to nearly 400 lithography machines that need to be delivered to Chinese chip companies, which affects the huge interests of ASML.
When the attitude of ASML was not yet clear, KMWE, a Dutch lithography machine accessories company, went to China to set up a factory, which highlighted the attitude of the Netherlands towards China. KMWE is an important parts supplier of ASML. Its visit to the China plant naturally shows that the attitude of the Netherlands has changed significantly. Under such circumstances, the possibility of ASML changing its attitude has been further enhanced.
These chip equipment companies are softening their attitudes towards Chinese chips, because China is the world's largest chip market and chip equipment market. Whoever wants to get a good income cannot avoid the Chinese chip market, including TSMC, which has the most advanced chip manufacturing technology. Can't get around it.
At the beginning, TSMC stated that it would not be affected by the Chinese mainland market, but in the second half of last year, as the oversupply in the global chip market became more and more serious, and the inventory of American chip companies was high and they reduced orders, TSMC was finally affected. In 2022, Q4 TSMC has started Overcapacity has emerged, and TSMC's revenue growth rate has turned from up to down this year, which proves the impact of the Chinese market on the global chip industry chain.
Nowadays, some American chip companies are stabbing the United States in the back, trying to circumvent the American chip rules and ship to the Chinese market, and some American chip companies have benefited from it; in order to expand the market, the United States has even the heads of many technology companies. The visit to China also highlights that the US technology industry no longer cares about US restrictions in order to obtain income from the Chinese market.
Under such circumstances, it is not surprising that European companies have begun to change their attitudes towards the Chinese market. After all, American companies are seizing the Chinese market. Europe continues to follow the United States, which will only allow American companies to obtain more income from the Chinese market, while European related companies It will only sit back and watch American companies share their interests, so it is reasonable for European companies to start reconsidering their strategies for China.
For enterprises, they can quickly see whether they can bear the effect of losing the Chinese market. After they recognize the reality, it is inevitable to change their strategy quickly. Faced with the loss of many American chip companies and the surge in layoffs, the United States is trying to Avoiding further deterioration of the situation can only be acquiesced, and European companies can understand the reality quickly and take corresponding measures.
The global economy has long been formed as a whole, cooperation will benefit both, and division will only hurt both. Obviously, European and American companies are beginning to choose a path that is more in line with their interests. Of course, for the Chinese chip industry, self-reliance is the best way out. After all, the past few years have shown that relying on Europe and the United States is not a good choice after all, and China’s chip self-reliance will inevitably continue.