Recruitment in ASML

Since the United States listed a number of China companies on the entity list, Huawei and other technology companies have been suppressed by the United States, resulting in an urgent need for domestic chip supply, among which mask aligner is the key for China to get rid of chip manufacturing restrictions. Even though the United States is so crazy to ban it, China has made remarkable achievements in its independent research on chips. Recently, foreign media said that China may be self-sufficient in 10 years. Is it true?/You don't say.

How precious is mask aligner?

This machine is the most modern chip production equipment in the world at present. Weighing 180 tons, there are countless large and small parts, and most of them are imported from Germany, Japan and the United States, which can be used to produce chips below 7nm. It took ASML nearly 65,438+00 years to develop it, and the cutting-edge chips produced can be used in intelligent electronic products, artificial intelligence computers and 5G equipment.

Chip giants such as Intel, Samsung and TSMC are all customers in ASML. SMIC, a chip manufacturer in China, ordered an extreme ultraviolet lithography machine as early as 20 18, but it has not arrived yet due to pressure from the United States.

The United States put pressure on ASML.

American pressure on ASML began during Trump's administration, when the national security adviser asked the Netherlands, an ally, to stop selling mask aligners to China. Since the Netherlands is capable of producing EUV mask aligner, why is it restricted by the United States? This is because the White House has the right to restrict the export of mask aligner's key components to the Netherlands, without which mask aligner in ASML simply cannot operate.

In addition, after Biden took office, he ordered the Dutch security adviser to urge the Netherlands to maintain ASML's export restrictions to China. In addition, an American expert group recently suggested that Biden urge ASML to increase export restrictions to China on the grounds of the military threat of artificial intelligence in China.

China is catching up with the "China Speed"

In the face of the increasingly excessive interference from the United States, ASML's spokesman said that the current political and international situation is changing rapidly, and the Dutch government understands China's situation, and is now striving for EUV mask aligner's export license to China.

Not to mention when mask aligner ordered by SMIC will arrive, as the saying goes, "Don't panic if you have food in your hand". Only by truly holding the technology in your hand can you win. That's exactly what happened. Not only does the Chinese Academy of Sciences lay out the core technology of chips, but Huawei is also actively engaged in talent recruitment planning and artificial intelligence development, while the domestic enterprise Anshi Semiconductor has acquired the British silicon wafer factory, which is quite a trend for the whole country to study chips wholeheartedly.

According to German media, China will be self-sufficient in 10, while the CEO of ASML said that China enterprises may overcome difficulties within three years at the earliest. Of course, these are just external voices, so we should keep our feet on the ground. Although the development of mask aligner still has a long way to go, we must firmly believe that it is only a matter of time before we reach the summit!