From MINEWS I think this is a Mainland publication and what it reported the SMEE 28NM DUVL seems destined to be the savior of China Semiconductor with glowing reports that rattled ASML. Even if they lowered the price, the major FABS like SMIC which was sanction and others will be more discerning in their purchase. All in all its a win for China with current users of ASML may purchase a Cheaper price product as spare parts as the goal is to localized all equipment as soon as possible. My opinion even if ASML lowered its price it will not killed SMEE 28NM DUVL cause the demands are there the current problem is Accessibility and if the technical performance is true as reported mass producing it will be a piece of cake.
Since the Huawei incident, the actions of domestic semiconductor companies have attracted the attention of people from all walks of life, invisibly adding a lot of pressure to these companies, although the current companies represented by Huawei HiSilicon have achieved significant results in chip research and development. Breakthrough, but in terms of chip manufacturing, China still stays in place, and the problem of stuck necks is very prominent.
In fact, in order to solve the chip problem, in the past few years, the state has not only implemented a tax rebate policy, but also increased capital investment in this field. At the same time, many Chinese companies have actively responded to the call of the state and chose to enter the semiconductor field across banks. Under the background of all the efforts of the country, China Semiconductor has also achieved gratifying results. Not long ago, many Chinese companies have expanded their mature chip process capacity to meet the consumer demand of the domestic market.
Recently , Shanghai Microelectronics has reported that it has overcome the key technology of 28nm lithography machine. This means that China Semiconductor will no longer be controlled by others in the lithography machine equipment , and can buy cheaper ones. Domestic equipment.
Shanghai Microelectronics has been deeply involved in the field of lithography machines for many years, and the 90nm lithography machine has achieved mass production. This time it has made a breakthrough in 28nm lithography machine technology. The most concerned is when it will be mass-produced. Although Shanghai Microelectronics Electronics did not respond to this question positively, but according to industry sources, Shanghai Microelectronics 28nm is expected to be delivered by the end of this year.
It is worth mentioning that when the Shanghai Microelectronics team visited foreign lithography machine companies in the early years, they were ridiculed by foreign experts, saying that even if they gave Chinese companies drawings, they could not make lithography machines. This time, Shanghai Microelectronics undoubtedly They slapped these foreign experts in the face severely.
Seeing that Chinese companies have frequently reported good news in lithography equipment, ASML, as the world's largest lithography machine manufacturer, can't sit still. China's lithography machine market is large, and ASML is naturally unwilling to give up this “fat”. After ASML expressed its willingness to cooperate with Chinese companies, ASML issued a statement again recently stating that it will release restrictions on the export of lithography machines to China.
In addition, in order to enhance product competitiveness, ASML did not hesitate to lower the price of 28nm lithography machines, and seems to be ready to fight a price war in the Chinese market. ASML announced this news, and Shanghai Microelectronics announced the 28nm lithography machine technology a few days apart, also in order to stabilize domestic cooperative customers.
After all, once a Chinese company masters the production technology of lithography machines independently, ASML still wants to be a rare product in China, it will not be so easy, because Chinese manufacturing has multiple local advantages in price, then ASML's dominance is likely to be shaken by Chinese companies. . There are also netizens who believe that ASML's move is clearly suppressing Chinese lithography machine companies.
However, ASML is intent on the fact that ASML exports 28nm lithography machines to China, which will promote and negatively affect the development of China's semiconductors.
On the one hand, ASML's 28nm lithography machine is in the echelon in this field. Although Shanghai Microelectronics has mastered 28nm technology, it has not yet achieved mass production. Therefore, many domestic 28nm lithography machines are still imported.
ASML actively chose to embrace the Chinese market this time, not only to fill the shortcomings of Chinese semiconductors in this regard, but also to reduce the purchase costs of related companies in 28nm lithography machines, and even production costs. After all, who is willing to spend hundreds of millions of dollars to take risks. What about a research and development project that is uncertain of success?
From the perspective of negative impact, ASML's low-end lithography machine enters the Chinese market on a large scale, which is bound to hit the Chinese local industry chain that has been exploring for many years in the field of lithography machine. The production and research and development enthusiasm of the domestic lithography machine supply chain will be greatly reduced. , The research and development progress of advanced lithography machines will also be delayed, and once ASML has a full monopoly on the domestic market, China's lithography machine industry chain will face a long-term dilemma of being constrained by others.
According to relevant experts, importing ASML 28nm lithography machine is the best choice in the short term. After all, ASML has developed a 28nm lithography machine as early as the beginning of 2000. Now ASML's 28nm lithography machine, whether in the production process or In terms of stability, and even price and cost advantages, it has surpassed the lithography machine of the same technology produced in China.
However, China's lithography machine supply chain can't wait to die. It still needs to continue in-depth research, because ASML is not invincible. You can watch TV chips for the same example. As early as 2003, Hisense launched the first Chinese-made TV chip. .
Although the technical content is not as good as foreign products, it broke the monopoly and allowed foreign competitors to choose to cut prices in the Chinese market. At the same time, it also led the rise of domestic TV chips. As everyone knows, Huawei HiSilicon later became a Chinese TV. The chip's top spot.
In general, China cannot give up independent research and development, whether in the field of lithography machines or in the field of chips. As long as the development is successful and continuous improvement, Chinese semiconductors can completely get rid of foreign companies and take the initiative in the global electronics industry chain.
A bigger crisis is coming!The domestic 28nm lithography machine just showed the light, ASML immediately "zoomed in"
2021/07/12 18:07:11Since the Huawei incident, the actions of domestic semiconductor companies have attracted the attention of people from all walks of life, invisibly adding a lot of pressure to these companies, although the current companies represented by Huawei HiSilicon have achieved significant results in chip research and development. Breakthrough, but in terms of chip manufacturing, China still stays in place, and the problem of stuck necks is very prominent.
In fact, in order to solve the chip problem, in the past few years, the state has not only implemented a tax rebate policy, but also increased capital investment in this field. At the same time, many Chinese companies have actively responded to the call of the state and chose to enter the semiconductor field across banks. Under the background of all the efforts of the country, China Semiconductor has also achieved gratifying results. Not long ago, many Chinese companies have expanded their mature chip process capacity to meet the consumer demand of the domestic market.
Recently , Shanghai Microelectronics has reported that it has overcome the key technology of 28nm lithography machine. This means that China Semiconductor will no longer be controlled by others in the lithography machine equipment , and can buy cheaper ones. Domestic equipment.
Shanghai Microelectronics has been deeply involved in the field of lithography machines for many years, and the 90nm lithography machine has achieved mass production. This time it has made a breakthrough in 28nm lithography machine technology. The most concerned is when it will be mass-produced. Although Shanghai Microelectronics Electronics did not respond to this question positively, but according to industry sources, Shanghai Microelectronics 28nm is expected to be delivered by the end of this year.
It is worth mentioning that when the Shanghai Microelectronics team visited foreign lithography machine companies in the early years, they were ridiculed by foreign experts, saying that even if they gave Chinese companies drawings, they could not make lithography machines. This time, Shanghai Microelectronics undoubtedly They slapped these foreign experts in the face severely.
Seeing that Chinese companies have frequently reported good news in lithography equipment, ASML, as the world's largest lithography machine manufacturer, can't sit still. China's lithography machine market is large, and ASML is naturally unwilling to give up this “fat”. After ASML expressed its willingness to cooperate with Chinese companies, ASML issued a statement again recently stating that it will release restrictions on the export of lithography machines to China.
In addition, in order to enhance product competitiveness, ASML did not hesitate to lower the price of 28nm lithography machines, and seems to be ready to fight a price war in the Chinese market. ASML announced this news, and Shanghai Microelectronics announced the 28nm lithography machine technology a few days apart, also in order to stabilize domestic cooperative customers.
After all, once a Chinese company masters the production technology of lithography machines independently, ASML still wants to be a rare product in China, it will not be so easy, because Chinese manufacturing has multiple local advantages in price, then ASML's dominance is likely to be shaken by Chinese companies. . There are also netizens who believe that ASML's move is clearly suppressing Chinese lithography machine companies.
However, ASML is intent on the fact that ASML exports 28nm lithography machines to China, which will promote and negatively affect the development of China's semiconductors.
On the one hand, ASML's 28nm lithography machine is in the echelon in this field. Although Shanghai Microelectronics has mastered 28nm technology, it has not yet achieved mass production. Therefore, many domestic 28nm lithography machines are still imported.
ASML actively chose to embrace the Chinese market this time, not only to fill the shortcomings of Chinese semiconductors in this regard, but also to reduce the purchase costs of related companies in 28nm lithography machines, and even production costs. After all, who is willing to spend hundreds of millions of dollars to take risks. What about a research and development project that is uncertain of success?
From the perspective of negative impact, ASML's low-end lithography machine enters the Chinese market on a large scale, which is bound to hit the Chinese local industry chain that has been exploring for many years in the field of lithography machine. The production and research and development enthusiasm of the domestic lithography machine supply chain will be greatly reduced. , The research and development progress of advanced lithography machines will also be delayed, and once ASML has a full monopoly on the domestic market, China's lithography machine industry chain will face a long-term dilemma of being constrained by others.
According to relevant experts, importing ASML 28nm lithography machine is the best choice in the short term. After all, ASML has developed a 28nm lithography machine as early as the beginning of 2000. Now ASML's 28nm lithography machine, whether in the production process or In terms of stability, and even price and cost advantages, it has surpassed the lithography machine of the same technology produced in China.
However, China's lithography machine supply chain can't wait to die. It still needs to continue in-depth research, because ASML is not invincible. You can watch TV chips for the same example. As early as 2003, Hisense launched the first Chinese-made TV chip. .
Although the technical content is not as good as foreign products, it broke the monopoly and allowed foreign competitors to choose to cut prices in the Chinese market. At the same time, it also led the rise of domestic TV chips. As everyone knows, Huawei HiSilicon later became a Chinese TV. The chip's top spot.
In general, China cannot give up independent research and development, whether in the field of lithography machines or in the field of chips. As long as the development is successful and continuous improvement, Chinese semiconductors can completely get rid of foreign companies and take the initiative in the global electronics industry chain.
