But DUVi revenue is not as big as EUVi especially of the newly develop HI NA EUVL. And with SSA 800 introduction this year its DUVi sales may take a hit, we may see a price war as ASML want to maintain their dominance, in a difficult business environment were they had to please their American counterpart, What will they do?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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If they limit their sales to NXT 1980i model as planned by Jan 1 next year then they're FXXK, analogous to SMEE SSA 800, then their sales will suffer as the local unit will be more cheaper to purchase.
i actually posted this several days ago, but yeah, it's pretty good.
well to be fair, most of that was last minute deliveries before the sanctions get rolled out.
The other thing to consider is that if Chinese fabs are ready, then the rest of the domestic tool supply is ready. Good thing to hear. After all,
Chinese fabs will need ASML for a long time
saw this posted recently, no idea how accurate this is
Ascend-310 and cambrian-370 are comparable
Ascend-910 can be compared to Cambrian-590
But Ascend is more mature so high prices. Individual card cost more than 100k RMB
8 AI card server cost over 1m RMB, very high margin. govt willing to buy
says that Huawei made 12B on kunpeng last year and goal of 24B this year. Seems hard to believe
Ascend was 2B last year and goal of 7B this year. This seems possible if each card is 100k RMB
lists various people that Huawei cooperates with on AI
Ascend-310 and cambrian-370 are comparable
Ascend-910 can be compared to Cambrian-590
But Ascend is more mature so high prices. Individual card cost more than 100k RMB
8 AI card server cost over 1m RMB, very high margin. govt willing to buy
says that Huawei made 12B on kunpeng last year and goal of 24B this year. Seems hard to believe
Ascend was 2B last year and goal of 7B this year. This seems possible if each card is 100k RMB
That's already according to current Dutch restrictions. After new US restrictions today they said 1980i will aslo be banned for specific Chinese fabs that works on advanced nodes.
I think there is a misunderstanding here.
Firstly，the latest US BIS statement did not mention any specific detail regarding equipment export control. Below is the original US BIS statement. It says that "Imposes controls on additional types of semiconductor manufacturing equipment", but did not specify the exact types of concern.
Secondly，ASML response to this was as follow. Again, all they said, was "it is our understanding that the new regulations will be applicable to a limited number of fabs in China related to advanced semiconductor manufacturing". They didn't say anything about 1980i
So at this point，it is not clear whether lithography machine or any specific model of such machine is being affected
Firstly，the latest US BIS statement did not mention any specific detail regarding equipment export control. Below is the original US BIS statement. It says that "Imposes controls on additional types of semiconductor manufacturing equipment", but did not specify the exact types of concern.
Secondly，ASML response to this was as follow. Again, all they said, was "it is our understanding that the new regulations will be applicable to a limited number of fabs in China related to advanced semiconductor manufacturing". They didn't say anything about 1980i
So at this point，it is not clear whether lithography machine or any specific model of such machine is being affected
Yes sir, BUT why limit your option? with your major customer having a hard time purchasing due to over capacity, especially when your product that produce the most profit is being affected.
The Dutch are naive, they are looking past Brandon, hoping that a new president will be more accommodating BUT we are talking about the US containment policy, its a UNI party especially when it come to China.
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