Sir the reason why ASML is dilly dallying on restriction, IF they agree on restricting the sale of NXT 2050i and NXT 2100i won't that affect their bottom line since SMEE will be introducing a NXT 1980i equivalent? anything below NXT2000i is not worth purchasing as they may introduce an improve iteration by next year.
not yet, but around 2025 it will have good news about the 900 series
Sir a dual approach with both advance DUVL and EUVL in 2025? So next year will be a critical year for Chinese IC?
That article is OK. They go back in history to the earliest stages of the lithography program, exactly how it developed, where it has market share, why it was supported, who the managers and stakeholders are, etc.
They're ambitious, Sir remember SMIC N+3 plan and the chart provided by @Alb, they're working hard to domestically produce it by 2025.
so 8 inch capacity up to 714k wpm with 92% utilization for the full year. Q4 definitely suffered. margin down to 32% and revenue of $1.62B is down 15% vs Q3.
so Q1 will slide further and drop another 10 to 12% in revenue and margin will shrink to 19-21%.
full year Capex 43.2 billion RMB.
