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You can't sell the used lithography machine to China! The United States unreasonably pressured the Dutch ASML, and domestic chips were suppressed again
2022-07-07 04:33:00 【qubit 】
Wanbo From the Aofei temple qubits | official account QbitAI
Domestic independent chip industry , There's just bad news :
The United States once again put pressure on the Netherlands , Block chip lithography manufacturers ASML Export lithography machines to China .
This time it's not just the most advanced equipment , It also includes The previous generation adopted DUV Technology based lithography machine , Its manufacturing capacity can produce 7nm Chips in the process .
And can make 5nm And the following process chips EUV lithography , Two years ago , Because of the pressure of the United States, it is impossible to import .
The United States makes small moves ?
The news comes from Bloomberg , According to a person familiar with the matter , The United States is lobbying the Dutch government , Hope that the world's largest manufacturer of lithography machines ASML, Prohibit the export of lithography machines to China .
And the related technology involved this time , still Old money DUV lithography , Can only produce 7nm Chips manufactured in the above process .
It is reported that , The actions of the US government , As early as more than a month ago , Under Secretary of Commerce of the United States The tang dynasty · greif (Don Graves) It started when I visited the Netherlands .
During the visit , Graves also paid a special visit to Asmir's headquarters , And with Asmir CEO Peter · Winningk (Peter Wennink) Meet .
At the same time, there is a message , Except the Netherlands , The Japanese government is also under pressure from the United States , Because Japan nikon Also master DUV Lithography machine manufacturing capacity .
For the above message , Both the US Department of Commerce and the Dutch Ministry of foreign affairs declined to comment .
Involved in this matter at the same time ASML And Nikon , Neither made a substantive response .
After the news came out , Asmir's American Depositary Receipts fell to 8.3%, Up to now, it has fallen back to 3.87%.
But if it's true , This also means that the United States has a comprehensive containment of China's chip industry .
After all, yes 7nm The following process chip manufacturing capabilities EUV lithography , As early as 2020 Beginning of the year , Because of the pressure of the US government, it is forbidden to export to China .
At present, the chip manufacturing process that can be independently manufactured in China , Still staying 28nm.
As for the more advanced EUV The core technology of lithography , It is still in the basic research and development stage of the Laboratory , For example, photolithography collagen material 、EUV Extreme ultraviolet light source and so on , When can it be developed and put into commercial use , Now, it is still a huge unknown .
in other words , Once the Dutch government agrees to ban exports , Advanced high-end chips, not to mention , even 7nm The above process Chip , Including most vehicle specification chips 、 And some consumer chips , Will face the fate of being controlled by others .
So now , There is a crucial question :
Netherlands ASML What attitude ?
According to the news exposed by Bloomberg , At present, the Dutch government has not agreed , Asmir exports to China DUV The lithography machine has any additional restrictions on movement .
meanwhile , Prime Minister of the Netherlands mark · Rutte (Mark Rutte) Not long ago, I also said in public , Oppose changing trade relations with China .
and ASML This side , Although the official has not yet made a substantive response , But its CEO winningke has also expressed his attitude :
Oppose prohibition Export to China DUV lithography .
The reason is that DUV Lithography machine is already a “ mature ” Chip production equipment .
From the perspective of technical independence ,ASML stay DUV The lithography machine is technically more confident , As early as 2003 year , Asmir has launched its own research and development DUV lithography , And become a giant in the global chip manufacturing industry .
and ASML Of EUV technology , Led by the United States and Intel EUV LLC union Inextricably linked .
Therefore, compared with the last time, the export was prohibited EUV The difference between lithography machines is ,ASML exit DUV Lithography machine to China , No authorization from the United States .
Reference link :
https://www.bloomberg.com/news/articles/2022-07-05/us-pushing-for-asml-to-stop-selling-key-chipmaking-gear-to-chinahttp://www.ime.cas.cn/icac/learning/learning_2/202112/t20211221_6324996.html
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