Friday, November 3rd 2023
ASML to Add 600 DUV Machines to China's Semiconductor Manufacturing Capacity by 2025
Thanks to the TMTPost interview with the Global Vice President and China President of ASML, Shen Bo, the Dutch semiconductor equipment manufacturer has revealed that around 1,400 of its deep ultraviolet (DUV) lithography and metrology machines are currently installed in China. The company is expected to achieve a global output of 600 DUV equipment units by the end of 2025. Shen Bo stated that the company aims to install 500-600 units of DUV machinery in China by late 2025 or early 2026. The growth in ASML's Chinese revenues was notably high, with China contributing 46% of the company's system sales in 3Q 2023, representing an 82% revenue increase from the previous quarter.
China plans to build 25 12-inch wafer fabs in the next five years, covering logic wafers, DRAM, and MEMS production. ASML currently has a substantial presence in China, with 16 offices, 12 warehouses, distribution centers, development centers, training centers, and maintenance centers. The company employs over 1,600 people for its China operations. Despite the export restrictions imposed by the US government, ASML anticipates that the new measures will have little impact on its financial outlook for 2023 as it strives to meet the growing demand for semiconductor manufacturing equipment in the global market.
Source:
TMTPost
China plans to build 25 12-inch wafer fabs in the next five years, covering logic wafers, DRAM, and MEMS production. ASML currently has a substantial presence in China, with 16 offices, 12 warehouses, distribution centers, development centers, training centers, and maintenance centers. The company employs over 1,600 people for its China operations. Despite the export restrictions imposed by the US government, ASML anticipates that the new measures will have little impact on its financial outlook for 2023 as it strives to meet the growing demand for semiconductor manufacturing equipment in the global market.
17 Comments on ASML to Add 600 DUV Machines to China's Semiconductor Manufacturing Capacity by 2025
Good number.
ASML had not choice. Sale and get money or China will make scanners itself.
I thought they were banned/restricted/not allowed/other bs/etc for giving any technology to China thiefs...
What does this mean??
What US is doing is bullying these companies to comply to their sanctions, at the expense of significant lost in profit and business that will likely not come back. To be honest, if the likes of ASML decides to not comply with the sanctions, I don't believe US can do anything to them because ASML can also choose to not sell to the US. US can block ASML from US technology, but that will be a scorch earth decision that will impact everyone including themselves big time.I don't believe it is as easy as you descibed it. If this is indeed the case, there is no reason why ASML is a monopoly in the manufacturing of such machines. Having said that, not having access to the machines does not mean China cannot poach talents to create/ recreate their own. When you can't buy it off the shelf just means that you have to make your own with the right people.
For their own research/large scale purposes its not a very great prospect either if you have to mass produce at much higher cost than anyone else.
But yes, they can still get stuff done.
What are they planning on producing with all that capacity?
They may be higher cost now but it will not stay at higher cost for long with these amount of scaling.
That is also why TSMC can be persuaded, as they need those EUV machines.