The United States and Japan The Netherlands limits some advanced chips Manufacturing equipment for export to China Reach an agreement agreement Aimed at reducing China's ability to build its own chips Will change the United States by October 2022 Some export control measures adopted Expanding to businesses in the Netherlands and Japan Including Asml, a Dutch maker of semiconductor equipment Nikon, a large Japanese manufacturer of optical instruments And semiconductor manufacturing equipment giants Tokyo Electronics Co., LTD but According to the New York Times 28 Because of sensitivity The three countries did not publicly announce details of the agreement It's not clear The White House, which often talks loudly about containment of China Why the unusually low profile Daily and establish China chip containment alliance What impact will it bring to China's chip development Let's see the key All three governments refused to comment on the agreement But neither denied the existence of the agreement Japanese cabinet Economy, Trade and Industry Minister Yasuren Nishimura Speaking to the media on January 28 On the basis of international consultations Strictly implement export control He cited foreign affairs Refused to disclose the details of the discussions between Japan, the United States and the three countries According to Nu Timely News in the Netherlands Dutch Prime Minister Mark Rutte Said at its Americas press conference on January 27th The government cabinet is not very happy to disclose with the United States The result of Japan's negotiations on new export restrictions The news agency said When asked if Asml needed to be told Decisions are made to impose new restrictions Rutte representation The government's communications with the company are also private Fudan University Zhao Minghao, a professor at the Institute of International Studies, said The three governments have been talking to each other There are still differences over the details Japan and the Netherlands in particular Part of the agreement There may be doubts and grievances So why did the US choose not to disclose it What is the agreement about? In addition to taking care of Sino-US relations The administration now emphasizes working with its Allies But it has a barrier The cuts are facing criticism from the European Union and Asian Allies According to Matin BelgiumDutch and Media on January 27 The US aims to strangle China in chips Advances in supercomputers and artificial intelligence The Asseman Agreement once again marked The temporary end of the era of globalisation and free trade We said hey, they're ganging up on us Ditch with me And then we go hard and push back May be Forming the realization of a self-prophecy called what It was supposed to be Holland and Japan No, no, I think Japan's attitude is a little ambiguous Then that would be possible then I can't believe we're on the same side So that's when I thought, uh I think we should be more patient Keep your feet on the ground For the second day in a row, China's Foreign Ministry responded The United States seeks to maintain its hegemony and self-interest Abuse of export control stress Enticing some countries to form a small circle to contain China Politicize economic, trade, and scientific issues weaponization Seriously undermining market rules and international economic and trade order China is firmly opposed to this This practice does no good to others Destabilize the global production chain There is no shortage of international concerns Many in the business world said Abuse of export controls will create chaos It affects efficiency and innovation Trying to block someone's way You just end up blocking your own path On the same day, Qin and Gang were outside Zhang With the Deputy Prime Minister and Foreign Minister of the Netherlands Hookstra telephone They had an in-depth exchange of views on bilateral relations and other issues Qin Gang Wai Zhang pointed out Openness and pragmatism are the most distinctive features of China-neutral relations The two sides should jointly maintain the international industrial chain and supply chain Stability upholds openness rather than division Orderly rather than chaotic international trade environment What I want to emphasize again is Individual countries are motivated by their own selfish interests Don't hesitate to hurt your friends Maliciously blocking and suppressing Chinese enterprises Artificially promoting the decoupling of industrial transfer About bullying and bullying Seriously undermining market rules and international economic and trade order It will not only harm the legitimate rights and interests of Chinese companies It also shocks the stability of the global supply chain Last October United States The Ministry of Commerce targeted Chinese exports of chip-related products The most extensive measures ever implemented Since then the Biden administration has worked with the Netherlands Frequent contact with Japan I hope the two countries can coordinate their positions with the US In mid-January this year Biden with the leaders of Japan and the Netherlands Hold talks in succession Make direct demands on both governments Limit exports to China by domestic manufacturers Cutting-edge chip manufacturing equipment Face to face with Biden Dutch Prime Minister Mark Rutte did not relent Dutch government officials have also repeatedly said Will not follow the US Yet being a member of the European Union and NATO The Netherlands is a close ally of the US Especially in the security aspect has a strong dependence on the United States And in this case The most concerned Dutch lithography machine production enterprises Asml Its technical equipment Parts and components are also imported from the United States This became a key factor in the final Dutch compromise where the oil reserves are define geopolitics for the last five decades where the technology supply chains and semiconductors are located will define geopolitics for the next five it's that important As the You.s. Government continues to destroy the chip At the same time as the global industrial chain Domestic companies are also suffering On January 27th Intel, the new giant, suddenly exploded Intel shares took a beating They opened down more than 10 percent It ended up selling about $8 billion in a single day Intel's dilemma In fact, it is just the United States for its trade protectionism The price that must be paid And it's not just Intel that's suffering In fact All this American gamesmanship in the chip space Is looking back at American businesses large and small According to The Economist Nvidia said in October Restrictions on chip exports to China allow Lost $400 million in sales in the third quarter of 2022 That's equivalent to 6% of its total revenue It is located in the US state of Texas Texas Instruments, seen as a barometer of the chip industry In its latest earnings report also showed The company suffered its first sales decline since 2020 The first quarter of 2023 is expected to be in line with expectations Based in California All Spirit, the world's third-largest supplier of chip-making equipment The group is also expected to lose money in 2023 Billions in revenue And announced 1,300 job cuts The next two quarters It also plans to lay off 1,400 temporary workers Wanlin Group It's one of the few One of the companies that sells semiconductor manufacturing equipment Specifically used to make NAND flash memory chips and A device with DRAM chips A spokesman for the Van Ryn Group said Because of macroeconomic headwinds The latest trade restrictions And our ability to do business in China Global spending on chip-making equipment is expected to decline in 2023 We are taking care of our business Take a series of actions to manage costs And US chip giant Micron In December, it also said it would cut 10 percent of its workforce Professor of Government, Cornell University, USA Sarah Kreps And Oxford University research assistant Paul Timorse Wrote last month on the website of the Brookings Institution That the United States is protectionist in the chip industry Regulations and measures It is no different from the long-term development of the chip industry Short-sighted national priorities There is a risk of self-defeating It will certainly reduce economic efficiency And not necessarily effective in improving supply chain resilience The U.S. wants to restrict the export of semiconductors through dialogue Protect our domestic industries Then I guess it backfired You're probably shooting yourself in the foot Because we're talking about market demand in China That would give the United States Semiconductor companies with a lot of opportunities But the United States is now stuck with China That's usually what he does Make these domestic semiconductor companies Will lose a lot of this business opportunity Under pressure from business groups like the U.S. Chamber of Commerce The U.S. Senate amended one in late 2022 Ban the United States government and its contractors The proposal to use Chinese chips To a certain extent the relaxation of luxury Related restrictions on cooperation between China and chips subsequently U.S. Senate Majority Leader Chuck Schumer
And Republican Senator John Cornyn Has been lobbying hard on Capitol Hill It hopes to tighten restrictions on chips made in China And tried to write it into this year's National Defense Authorization bill But it was rejected by a number of different business groups in the United States Unanimous opposition Including the Aerospace Industries Association Automotive innovation alliance National defense industry association Wireless Communications and Internet Association Business groups such as the U.S. Chamber of Commerce Joint tribute to the American restaurant In the beginning, chips were everywhere Identify the chips contained in a large number of electronic products Whether it is made by Chinese companies High cost It's very difficult Bloomberg cited sources as saying American, Dutch and Japanese officials The meeting ended in Washington on the 27th The three parties are limiting advanced semiconductors Agreement was reached on the export of manufacturing equipment to China How to interpret New Year's Day This big move by the United States Because the United States has a clear agenda Need to control the upstream of China's chip industry It's the chip that makes these devices So this device falls into two categories At present EUV is completely controlled by the Netherlands In the past, the United States trumped the Netherlands The Netherlands is reluctant The Netherlands told me to withdraw from the Chinese market He could be filled by other interested parties So now the US is pulling Japan in He has to coordinate internally Well, you can also talk about the inside of the chapter There is a cost to sanctioning China and restricting China Who will bear the cost He will coordinate the problem Chief of Intel Corporation The executive recently said in an interview 30 years ago, the United States And Europe in Chip manufacturing accounts for 80% of the global market But now it's only 20% Eighty percent of our production capacity is concentrated in Asia Hence the urgent need for rebalancing Well, Mr. Liu, I'd like to ask you something What the United States is doing right now Is it a rebalancing What are its prospects It's the American uh In this rebalancing policy Included in this is his return to manufacturing He is in the past economic globalization Much of his industry shifted to manufacturing It's been transferred to overseas markets Yeah. So?
This became what the United States thought he was A major reason for the decline in national power America is not about to fully restore its manufacturing He said that the key core technology This manufacturing also resumed It's basically the one that takes it Well, the high-end one is designed and manufactured these two pieces What about this agreement between three countries It's actually for this piece of equipment Because it knows that this piece of equipment is currently the most The weakest spot We can only do Uh, 28 nanometers lower So he's gonna take the high-end 14 nanometers of this We produce these Control is in his hands So he should have said He is a precise limit to China One consideration for cracking down on China But what I think this one has its difficulties This agreement has been confirmed so far In fact, there may be some agreements later how to implement then There's also going to be some interest here The problem of differentiation The Dutch and Japanese know this very well Restricting the export of chip-related products to China It would be a lot of trouble for him, too So why are Japan and the Netherlands considering it Finally decided to follow the United States in doing so It used to be that the economy transcends everything when we talked about globalization All the other ET's are further back Well, now it looks like you're using your own tools Either to convince or to subdue him At least temporarily let the Netherlands and Japan accept it Prioritize security in some areas Consider this value So we can talk about The Netherlands, Japan and the United States on these issues A consensus was reached on the integration of safety A common sense of values It transcends economic considerations The United States actually did what he did Is that what you're looking back at These large and small domestic enterprises At first it took a crackdown on Chinese chip production This thing In the United States, actually, not everyone agrees Because the United States has a large number of chip companies Long-term cooperation with China Well, here's the result It's a source of income for the enterprise They're all broken But what The United States is now determined to do just that So we're going to look at domestic How do you play politics and business I don't think we can say that right off the bat A result For the United States Market reaction The reaction of capital and the reaction of politicians They are not the same So it's in the middle How does China put itself about the chip industry Or the strategic layout of integrated circuit industry development Can be combined with the corresponding various links Well, it just becomes whether or not we can break through Such a stalemate between China and the United States Us further tightens on Chinese chips And export controls on chip-making equipment It has also spread from the mainland to Macau Not only the equipment but also the technology Even American ones The American is limited What do you think of this move by the United States This year, 2023, he basically changed his strategy Is a precise attack on China's high-tech industry so High-tech industry is grasping this core technology At its core, America leads From this perspective Whatever he thinks against him His key technology in this field or industry As long as it is his judgment As a place that needs to be hit He's going to do something about regional industries From this point of view We should be prepared in advance Here are the key insights on the air I'm Hong Shuo In negotiations that ended on January 27th Daily and the three countries on the restrictions on exports to China Advanced chip manufacturing equipment Reach an agreement The United States is quite worried about this 29, Kyodo News agency reported About Japan and beauty And cooperation related to semiconductor export control to China What is expected to be restricted is Export of semiconductor manufacturing equipment from Japan Japan has an edge in this area It ranks seven among the top 15 in global sales China is one of the main buyers Export controls could hit Japanese companies Related companies are also feeling the implications There are related Japanese manufacturers representation Even if their own devices are not regulated If Chinese equipment and investment slows Will also be indirectly hit Japan's chip industry has been dormant for years Why was it chosen by the US They are being pulled into the chariot to contain China's development Japan can really do it in chips Overtaking on a corner As a chip power Japan has the second largest NAND in the world Flash memory maker Kaixia The largest image sensor company SONY And Renesas, a power semiconductor company But here's the surprise Japan is a relative laggard in chip making Its most advanced chips are made at just 40 nanometers 10-20 years behind the competition And Intel's most advanced chips It's 10 nanometers So why is the Japanese government Will revive the chip manufacturing breakthrough Put it on 2 nanometers Actual chip making Refers to the distance between circuits in an integrated circuit specifically Is the width of the ridge in the transistor structure And the numerical value of nano process The narrower the width, the lower the power consumption With the development of chip technology In chips, we can already do 2 nanometers 2019 The exhaust cushion announced the launch of the 2 nanometer process It is expected to enter mass production in 2024 However, the development and mass production of 2-nanometer technology is not easy Currently Samsung Taiwan Semiconductor Manufacturing and Intel All in the direction of 2 nanometers A lot of people and money have been invested Mass production is planned for 2025 Relevant data display 7 nano fabrication process and research and development costs At least $300 million Processes made from 5 nanometers cost an average of $542 million And the costs associated with 2 nanometers It's probably going to be a billion dollars The United States previously developed high-end chips for its own country High investment More than $50 billion However, the Japanese government has previously announced 70 billion yen for the Dream team And $500 million in financial support The money is clearly not enough So Japan wants to go from 40 nanometers to 2 nanometers Overtaking on a corner is a great challenge Cutting-edge chip technology requires chip design Chip manufacturing Material packaging and other whole industry chain support These industrial chains are scattered around the world To conquer cutting-edge chip technology alone No country can do that Japan's strength is in chip materials Conquer cutting-edge chip technology alone There's still a long way to go If Japanese companies join forces with IBM, an American company Jointly develop 2 rice technologies IBM claims to have mastered 2 rice But the United States in history Such strategic technology is rarely handed over to Japan Japan, though, wants to make a leap in the 2-nanometer field Very difficult to develop But in the dedicated segment of chip production Japan has always kept a firm grip on the core technology of the upper class In many ways, it's way ahead It's known to be upstream of chip production The industry chain must be 19 kinds of materials Japanese companies in 14 materials The market share it occupies Are more than 50% Chip segment technology strength is strong And SONY is the absolute leader in IC components Tokyo Electronics It is also the world's second-largest maker of chip equipment So some critics say The United States has drawn Japan into a counterweight to mainland China I'm officially interested in it Japan has a clear advantage in chips Last March The United States has proposed a deal with Japan South Korea China's Taiwan formed the so-called Quadrilateral Chip Alliance To strengthen cooperation in the chip industry Seek to achieve closed-loop chip production And excludes mainland Chinese companies Trying to contain our chip development But Biden was surprised Japan is debating whether to join the United States Chip limited team Oversystematic care Feel secure The India-Eurasia Times points out why That is no matter Japan South Korea or Taiwan Both have huge investments in the mainland semiconductor industry And a huge market that has been painstakingly built for years It can be said that chip companies in these areas Can become an industry giant Inseparable from the mainland market To give up so much interest at this time Move all supporting industries to the United States Tantamount to working at one's own expense And future developments will be dictated by the US government Hence the reluctance to decouple from the mainland The semiconductor industry is a cash-tight business A high degree of dependence on the market The history of semiconductor development over the decades has shown Government grant number three allows it Can not promote the role of industry development China is under control at this time of the day Automatically give up part of the semiconductor market in China At a time of global semiconductor industry decline This is making the domestic semiconductor industry worse Companies in both countries are making less money It not only retards the industrial development and innovation of the two countries It may also cause daily trade friction when Daily controls on China may also fall through In fact, before In the United States to build the quadrangle chip Alliance time At the time, Japan seemed more positive But there's no real one A clear statement But recently Especially this one Got into the White House some time ago After this meeting with Biden All the way to the back The three parties signed an agreement on the union Japan's attitude is gradually becoming clear What do you think of Japan in this field The change in its attitude Japan and Europe Hate this chip act of what America Well just bash the US that you are containing China is fake Depriving Allies is real My personal guess is that the United States might be somewhere along those lines Some concessions were made There are some compensatory measures So what about countries like Japan To openly follow the United States According to the report China is Japan's semiconductor giant Tokyo Electron's biggest customer It is also a Japanese chip test equipment manufacturer The largest market for Edwan So Japan will now join the United States Neck of China Will the domestic champions agree Won't they have a problem with that, Mr. Liu I think we should look at this problem It comes down to the essence of the matter Because the US started this thing The one who took such a crackdown on China If you want Japan to do it Maybe he won't even think about it Or will he do it some other way So the origin of this problem is in the United States What about this problem That is The encirclement and suppression of China that you USA always launch Or the answer What benefits do you bring to these countries You can get these countries involved From the United States launched this package to China What good is to be gained This is the most important Don't make a big deal about it He actually has to settle scores between countries If they start with The United States does not benefit from its activities And damaged Then he will turn his back on America We're going to take this fundamental perspective Look at this thing Actually, Japan The chip industry's global market share It's still low for now But now we find out He has been catching up in recent years And he said it would be in 2027 To achieve this mass production of chips of 2 nanometers or less So what does Mr. Liu think of Japan's ambitions this Japanese technology in the current global layout Yes, it's a decline in status Both scale and mastery of technology Uh, the sophistication But what We have to admit that Japan is still a technological power well The evolution of Japan's economy has something to do with it He first benefited his country by trade And then in the 70s and 80s it was technology He is done in both stages But in the later period of technology He made several critical mistakes In terms of imaging technology Choose between analog and digital technologies He's using this magic technique This is not the digital technology he chose So the distance between him and the United States has widened from there Mr. Ren Japan is in the global semiconductor industry What kind of role did he play Japan has 14 of the 19 raw materials used in chip production That's more than 50% of the world The winter solstice is the most advanced in the production of gold sources in the world Yeah And Japan's historical accumulation we should also pay attention to ah Japan in the 1980s The world's share of the chip market can be 50% Yeah, well, after the Guangchang agreement Japan did get crushed There is talk of the lost 30 years But Japan now combines its trade ministry The important Tokyo Electronic Toki Corporation Sub-municipal company It's starting to make a comeback He we can't say anything about his current product Outcome production It is important but not in terms of the layout of the product The source of raw materials And Japan's industrial policy Well we have to pay great attention to Japan You think Japan is making a comeback in chips He can also in the future Dominate the entire semiconductor market Now semiconductors are basically a global system I just said that even the United States can't do it on its own So what does Japan want to do We're thinking about the day How did Ben's semiconductor fade He has a very important background factor That relations between the United States and Japan were deteriorating The US is nervous about Japan The United States licenses a lot of technology From Japan to South Korea Because there seemed to be a lot of books coming out in Japan You can say no. What? What
Beauty is more emotional In addition When the United States was laying out the EUV alliance That was 20 years ago It excludes Japanese companies So it's going to be very difficult for Japan over the next year So his current new idea is not to redominate He wants to increase his voice It's not about returning to dominance For some time The Netherlands is in a quandary under American pressure On one side are American Allies In the conversation advanced chip technology Further export control Trying to get the Netherlands on board On the other side is trade with China And China's sizable market The semiconductor manufacturer here, Asml On the most advanced external pole-lithography machine It has an absolute global monopoly After several wandering The Dutch seem to have made up their minds Is following America really the Netherlands' will Why did the United States want the Dutch on board Let's see the key Chips made by Asml equipment It's in almost every computer on the market Cell phones and other electronics Known as Taiwan Semiconductor Manufacturing Co Intel and so on We buy advanced lithography machines from him To finish the chip production Think globally So far only the Dutch company, Asml, is available Master the most advanced EUV ultra violet technology It can make chips below 7 nanometers And the domestic lithography machine made by Shanghai Microelectronics So far it's only 28 nanometers Therefore Asml almost monopolized the lithographic machine industry It occupies more than 60% of the market share Not only big market And the price is high. The most advanced UV lithography machine Asml has ever manufactured One could fetch up to 120 million euros About 940 million yuan And he's the only one in the world who can produce it The technical difficulty of this lithography machine The Apollo program was considered comparable to the American moon landing Can be said to The cutting-edge lithography machine represents something of modern industry It's made up of more than 100,000 parts For technical fineness The speed requirements are unimaginably high Temperature and humidity Light and so on can affect success or failure in the end In addition to technology Asml was able to dominate There is also a very important killer supply chain management That is to say He mastered most of the lithographic machinery Upstream and downstream industry chain upstream On a cutting-edge lithography machine It takes a lot of technology High precision components Like the German silk lens Special composite materials from Japan Industrial precision machine tools in Sweden American advanced control software, etc Asml's lithography machine Over 90% of the parts are sourced from outside For suppliers of these parts Asmaidu tried to hold on to it Mergers and acquisitions can not buy shares or investment In the decade after 2007 Asml made one big purchase after another Brian, a leading company in computational lithography Excimer laser boss Simer And electronic number detection equipment faucet HMI Finally, in 2017, he took down the leader in the optical lens industry Flower 21 to buy 24.9 percent of the shares of CAI Su Corporation Do whatever it takes to control the upstream For downstream customers Asml has a strange rule Only by investing in Asml can we get priority In this mode of cooperation Asml is not just getting a lot of money With the client A huge community of interests has been formed Look at it this way Asml could become a giant in the industry It's globalization And not just Dutch industrial prowess He is also therefore With the United States and other global high-tech enterprises Deeply nested together But it also made Asml It's hard to get away from pressure from the United States First of all, the United States in d, u, v The d, u, and v aspects of technology have long infiltrated AsML Asml joined Intel in 1997 And led by the U.S. government EUV LC alliance The consortium brings together the best research resources in the United States And chip giants Hundreds of top scientists Joint research on EUV lithography Under the promise of joining the alliance American components make up more than 55% of AsML And subject to periodic review secondly The US took a stake through Asml's listed status Asml's top three shareholders are all from the US Together, it owns nearly 30 per cent of AsML The United States achieved its goal against Asml Dual control of capital and technology Asml's high-end lithography machine The actual control is by the United States Not the Netherlands Therefore Asml is also known in the industry as Half America Inc Is that why the US can pressure the Dutch mirror against China The main reason for the high-end lithography machine but A deliberate American crackdown is unlikely to work As Asml CEO Wennink put it If the Netherlands does not supply China with high-end lithography machines Force China to develop its own Once China makes a breakthrough Asml has lost a big customer in China Chip industry professionals in the Netherlands put it more bluntly Blocking Asml from selling EUV equipment to China Could hurt Chinese companies for a while But in the long run This is trivial Whether the US can block it for 5 years or 10 years If the United States wants to keep His dominance in technology He needs to run faster Instead of trying to stop China all the time Selected by Science and Technology Daily Top 10 tech stories in China for 2022 The first one is about our country A new breakthrough in the field of chips Tsinghua University Ren Tianling Team Using graphene films as ridges The first transistor with the smallest ridge length was made Its equivalent physical mountain length is only 0.34 nanometers
It successfully broke through 1 NA Meters below the hill transistor technology Calm 2022 Yangtze River storage announced again Realized 232 layers of 3D NAND flash production Become the present The first in the world to achieve more than 200 layers of 3D NAND manufacturer Then came the good news from Changdian Technology Chinese chip It has been successfully implemented 4 nanometer package of high-end mobile phone chip At the same time There is also good news from the State Intellectual Property Office Huawei in EUV lithography technology New patents have been obtained The patent relates to a mirror for an EUV lithography machine Lithography device and its control method mean Our country has made new breakthroughs in the field of high-end lithography machines where the oil reserves are define geopolitics for the last five decades where the technology supply chains and semiconductors are located will define geopolitics for the next five it's that important The U.S. government has a high regard for the global chip supply chain Mera Long Glen and Japan after multiple rounds of patient negotiations Limit advanced semiconductor manufacturing equipment A mysterious deal to export to China Why did the three countries keep this secret The measure is aimed at China's technological development Is really going to benefit the United States Us and Latin American coterie high technology to China Cold War outside China The Ministry said in response Politicize economic, trade, and scientific issues skeletonization Seriously undermining market rules and international economic and trade order Abuse of export controls will create chaos It affects efficiency and innovation Trying to block someone's way You just end up blocking your own path you know issues that our countries are involved is not just between the touch and the American so it's a complex situation it involves multiple companies highly complex supply chain so i think this is all very sensitive Always insist The Netherlands, which does not impose export controls on Chinese chips Whether they will give in to American pressure Dutch Asml CEO Wennink bluntly Under pressure from the US We've lost enough as it is Why did the top executives of Dutch chip companies call Hua County directly In vain In the face of US attempts to build up technological superiority How will Chinese technology companies make independent innovation Strive to break through America courted its ally Japan Jointly curb China's semiconductor development Japan's chip industry has been dormant for years Why was it chosen by the US Being pulled into the chariot to contain China's development Japan A number of chip companies are moving beyond 2 nanometers Losing the Chinese market Whether the future development is clouded That is relatively active on the issue compared to Japan In fact, the Netherlands has been relatively negative In December of last year and January of this year The Dutch minister for business and development cooperation Many times, too Will not fully dictate American policy Will not blindly follow the policy of the United States But this time with Japan The United States signed such an agreement What is the Dutch state of mind Holland is, first of all, a small country Small country A position in international trade and politics ah Although they tried to win independence, they often failed in practice Well Henan certainly in terms of industry It's not that diverse Because it's a small country And the basic equipment of chip production is lithography machine It's kind of an important export for the Netherlands yeah So from the country's international market interests and small Asml is an important manufacturer of lithography machines Speak of Certainly not willing from one of his most important markets Exit from China market But small countries are small countries We have a common saying though criticized But it makes sense to call it small or weak No diplomacy, no diplomacy Why Because of his influence in international politics It's really limited When Henan had to pick a side yeah Whether it's the minister of trade and industry in Henan The CEO of Asml Well, it had to be a painful compilation Then we know Before, the US would not let him sell to China Now it's said to be from the older generation This d, u, v Probably will be there, too Among the ranks of those who restrict exports How do you analyze it, Mr. Liu I think this Well, there are two sides to it. On the one hand, uh Henan was forced by the United States Had to comply with American demands This team is selected This is what the previous two have analyzed But on the other hand I think there's a possibility, too Is to force the future Henan This enterprise He chose his own technology patents more Because he's under U.S. sanctions
It's mainly his This is from the SM machine A lot of these photolithography machines It's got a U.S. patent in it Then I won't use yours in the future Avoid this patented technology in your USA It's all about their own or other countries' technology More than German Japanese technology So I'm going to avoid this So the United States actually forced one Independently researched and developed Such a Uh the road to development Chinese cloth It is AsML's third largest market worldwide In 2022 Sales to China amounted to 2.16 billion euros Ah, very big That's 14% of its total revenue Such a big Chinese market Will the Dutch willingly give up I'm sure he won't It was mentioned by both teachers just now No one has a grudge against money But we have to figure this out How did he get this photolithographic machine in Holland Let's strictly speak This lithography machine is not made in the Netherlands It was assembled in the Netherlands So why at phase d, u and v The Netherlands is really divided into three The middle third Well, by the time you get to the e, u, v stage, he's the dominant family The root is his alliance with the United States The e, u, and v light source the You.s. Only supplies Ashmire What is not to be supplied Japanese companies from other countries Well, so understand this thing Do you know why American influence So big because the United States if not willing I don't want to offer it His latest lithography machine he's going to shut it down This reverse constraint constrains Henan Province So let's look at it in this context Exports to China are certainly important Of course you don't want to give up But it's not the 10% that America wants to limit It's all 10 percent of this High-end d u v It's about 14 nanometers up here So the backward stuff like 48 He may not limit It's probably only a few percent How about this? Holland felt it Maybe it's okay to think about it Some people get more stressed It will force China to develop its own The chip-making industry We're going to make great strides here Where does this power come from I think it comes from the Chinese nature or national character Our nation is the past Well, it's one of the oldest civilizations in the world So from that point of view we look at this argument I think all of us together are Chinese In a jungle like this one In a world Take a shot at China in this er We can only do it on our own Take our rightful place This will activate this awareness among the Chinese Well, that's a realization that I think should be affirmed If you don't affirm that awareness Not to promote this awareness We'll always be held in check Chip stations in the United States have been compared to refrigerator elephants Can an elephant like China fit in a refrigerator How will China solve the chip jam problem in the future Independent research and development or cooperation For China, of course, there are two sides First of all, if it's a really tight technique And not from the West Then we need a technological breakthrough But the second one I think is more important Because we need to be in the world We must have our own concentration We are a band of nations Ah, so what? We have a whole other country advanced technology We can introduce We can work together We can negotiate We can win actually There are two futures for us One is to continue to push for globalization But there's also a hard side to this Because the world is already turning against you Surrounded by you are still single Acacia push this one this this globalization In fact, you may end up feeling more isolated For those who are critical, others can't give you something We're going to make it ourselves And that's definitely not going to work Move someone else's cheese We put our own house in order first Make their own strength bigger and stronger Use my power to guide globalization