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Semiconductor design/manufacturing>Market Dynamics> It is rumored that the Netherlands will issue new export control measures as early as next week to restrict ASML's export of semiconductor equipment to China.

It is rumored that the Netherlands will issue new export control measures as early as next week to restrict ASML's export of semiconductor equipment to China.

Publisher:码梦创想Latest update time:2023-06-25 Source: 网络综合Keywords：ASML Reading articles on mobile phones Scan QR code
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According to foreign media reports, the Dutch government plans to issue new export control measures as soon as the end of June, which will restrict the export of chip manufacturing equipment by lithography giant ASML to mainland China.


Deep ultraviolet (DUV) immersion lithography equipment such as TWINSCAN NXT:2000i, NXT:2050i and NXT:2100i has been added to the export control list this time. This series of equipment can support up to 5 nm processes. For example, TSMC has used SAQP and argon fluorine immersion (ArFi) lithography to achieve 7 nm mass production. Previously, ASML's most advanced extreme ultraviolet (EUV) lithography machine was already on the export control list.

People familiar with the matter said that the export control regulations may be announced as early as June 30 or the first week of July, and can also serve as a blueprint for other EU member states. A Dutch government spokesman declined to comment.

However, compared with the United States' restrictions on the export of American-made chip equipment and expertise to mainland Chinese chip manufacturers last year, the Netherlands' measures are not as comprehensive as the United States.

The Dutch government had previously promised to announce such measures before the summer. Earlier media pointed out that the Netherlands is not expected to name China or ASML, but the relevant measures are aimed at restricting the export of some types of photolithography machines to China.

The Netherlands and Japan agreed in principle in January this year to join the United States in restricting the export of advanced chip manufacturer equipment to China. Dutch Trade Minister Schreinemacher said in March that the Netherlands believes that it is necessary to control the export of such technology as soon as possible for national and international security considerations. .

ASML: It is almost impossible to establish a fully independent semiconductor industry chain

On June 22, Christophe Fouquet, executive vice president and chief commercial officer of ASML, said in an interview that in the global semiconductor supply chain, it would be extremely difficult and expensive for any single country to decouple from others. ". Japanese photolithography machine manufacturers Canon and Nikon are examples of this. Sooner or later, they must understand that the only way to succeed in the semiconductor industry is cooperation. He described decoupling as "hiding in a dark corner and doing it yourself", which is a very challenging concept. The secret of ASML's success is to maintain long-term cooperation with key suppliers around the world.

It is worth mentioning that data recently released by Wei Shaojun, a professor at Tsinghua University, at the Guangzhou Nansha Forum shows that although the value share of domestic chips has increased from 13% in 2013 to 41.4% in 2022, as part of the "Made in China 2025" initiative A key goal is that the semiconductor self-sufficiency rate will still not reach 70% by 2025. And among this 41.4% ratio, the production capacity of foreign-invested semiconductor factories in China accounts for a large part.

Data shows that since 2016, the average compound annual growth rate (CAGR) of semiconductor companies owned by Chinese local investors has been 14.7%. However, non-Mainland China wafer manufacturing companies from Taiwan, South Korea and elsewhere have a higher CAGR of 30%.

Professor Wei Shaojun said that if the mainland's semiconductor industry wants to continue to make breakthroughs, it needs to carry out "re-globalization." Mainland China can continue to expand its opening up based on its advantage of huge domestic market demand and invite foreign investment into the country to invest in semiconductors. This should be the country's path towards re-globalization.


Keywords：ASML Reference address：It is rumored that the Netherlands will issue new export control measures as early as next week to restrict ASML's export of semiconductor equipment to China.

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