Kutumiza kwa zida za SMIC oda EUV idayimitsidwa, ASML idayankha

The Nikkei Asia Review inanena za 6 (nthawi ya Beijing) kuti ASML yachedwetsa kutumiza makina a SMIC a EUV lithography, koma zifukwa zenizeni sizikudziwika.

Mwezi watha, SMIC idalamula makina a $ 120 miliyoni a EUV lithography kuchokera ku ASML. Nikkei adadziwitsidwa ndi magawo atatu kuti zida zomwe adayitanitsa ndi SMIC zakonzedwa kuti ziziperekedwa kumapeto kwa chaka chino ndipo ziziikidwa mkati mwa 2020, koma katunduyo pakadali pano "akuyembekeza kuti azitsatira."

Lachisanu pa 6 (Beijing time) madzulo, a Reuters adanenanso kuti ASML idayankha ponena kuti chilolezo cha kampaniyo kutumizira imodzi mwa zida zake zapamwamba kwambiri kwa kasitomala waku China zatha ndipo ikuyembekezera kuvomerezedwa ndi boma la Dutch kuti lipatsidwe laisensi yatsopano. .

Mneneri wa ASML a Monique Mols adalongosolanso kuti mtengo wa chipangizochi ndi pafupifupi 100 miliyoni euro. "ASML ikungotsatira lamuloli. Lamuloli limafotokoza momveka bwino kuti zida za EUV zitha kutengeka kokha ngati zili ndi chilolezo chakunja."

Kudzipereka nthawi zambiri

Pamene chitukuko cha makampani opanga semiconductor ku China chikukula, bizinesi ya ASML ku China yakula kwambiri. Malinga ndi kuchuluka kwa malonda a kotala yoyamba komanso gawo lachiwiri la ASML 2018, malonda ogulitsawo anali pafupifupi 20%, omwe ali ofanana ndi msika wa US ndipo amaposa msika wa Taiwan. Pofuna kukulitsa kutsimikiza kwa msika waku China, ASML idalowa m'malo mwa mtsogoleri wakale wa dziko la Korea ndi Purezidenti wakale wa China Shen Bo.

Zaka zaposachedwa, ngakhale msika udanenedwa zabodza za ASML, ASML idatsutsa kamodzi ndi kubwereza kufunika kwa msika waku China. Mu Ogasiti chaka chatha, panali mphekesera zoti ASML yaletsedwa ndi boma la US ndipo sangathe kulemba anthu aku China. Pambuyo pake, ASML idayankha kuti: "Awa ndi abodza. ASML ikalemba anthu, palibenso choletsa dziko lako. Timalandila mainjiniya padziko lonse lapansi."

Kuphatikiza apo, pali anthu omwe akuda nkhawa kuti Pangano la Wassenaar sililola ASML kugula zida zaposachedwa kuchokera ku China. Pamenepa, Shen Bo wanena kuti uku ndikumvetsetsa kwamakina a ASML, ASML magawo agulitsa nthawi zonse ku mainland. Adalonjezanso kuti zida zapamwamba kwambiri ziziwonekanso pamsika waukulu.

Mu Juni chaka chino, Wuxi wopanga ma fakitala 12 a Wahxi a Huahong Semiconductor, wopezekanso wina ku China, adasunthira bwino pazida zitatu za ASML. Wachiwiri kwa Wachiwiri kwa Pulezidenti wa ASML Global Bert Savonije adati ASML ndi mwayi waukulu kutenga nawo gawo pakukula kwa semiconductor ku China ndikuthandizira, ndipo tikuyembekeza kuti apitilizanso mtsogolo.

Palibe kukayikira kuti ASML ikukhulupirira kuti msika wachipanishi waku China ukukulirakulira ndipo upitiliza kukulitsa kukhalapo kwake ku China mtsogolo. Ndikhulupirira kuti ASML idzakhala yochenjera ndi kutumiza kwa zida za EUV izi kuchokera ku SMIC.

Kodi malingaliro opanga ena opanga zida zaku US ndi otani?

Lithography ndi gawo limodzi chabe lamapangidwe opanga semiconductor, ndipo zida zambiri zam semiconductor zimafunikira pakukhazikika, pogaya, kuyeretsa komanso njira zina.

Kuphatikiza pa Dutch ASML, US Applied Equipment, Lam Research ndi KLA ndizopereka zida zogulitsa padziko lonse lapansi semiconductor.

A Daniel Durn, CFO of Applied Equipment, wanena kuti kampaniyo ili ndialingaliro lowonetsetsa kuti ndalama zomwe zili mu msonkho uliwonse wokhudzana ndi mavuto a Sino-US zikuchepetsedwa. Mu gawo lachiwiri, msika waukulu waku China udalipira 28% ya ndalama zomwe kampaniyo imapeza, yomwe ndiwokwera kwambiri padziko lapansi.

O Christi Donzella, wachiwiri kwa wachiwiri kwa wachiwiri komanso wotsogolera malonda ku KLA, adatinso mufunso ndi Ji Wei.com kuti China ndiye dera lomwe likukula mwachangu ma semiconductors. Mu gawo lachiwiri la KLA 2018, ndalama za ku China zidawerengera 32%, yachiwiri ku South Korea (34%). Mtsogolomo, KLA ipereka ntchito zambiri komanso zosiyanasiyananso zamaukadaulo ndi ntchito zachitukuko kuti zithandizire kukulitsa msika wa semiconductor waku China.

Potenga nawo gawo pa China Expo yoyamba ya China, a Lam Research adatsimikiza kuti kukula kwa msika waku China ndi komwe kumapereka mipata pano, ali ndi chidaliro champhamvu pamsika waku China, ndipo ali wokondwa kutenga nawo gawo pantchito yotsogola ya semiconductor ya China.

Mu Epulo chaka chino, ngakhale Sanan Optoelectronics idaphatikizidwa mu "Unifiedified list (UVL)" ndi boma la US, zida zofunsirazi zinaimitsa kanthawi mabizinesi omwe anali nawo pakati. Komabe, atatha kulumikizana bwino, adayambitsidwanso posachedwa. Kupereka ndi mgwirizano.

Kuchokera pamalingaliro opanga awa atatu a US semiconductor opanga zida, ndikokwanira kuwona kuti ngakhale omwe amapanga aku America samalabadira kwambiri msika waku China semiconductor. Ngakhale pali gawo laling'ono chifukwa cha malamulo aboma, ndilothandiza kwambiri kulumikizana ndikuthetsa.

Fakitole yachi Dutch ikumvera?

Momwe nkhondo yankhondo yaku Sino-US ilili, ndizosavuta kuchedwetsa kutumiza ASML ndikuwatsutsanso kulowererapo kwa US. Chifukwa chake, ngakhale fakitale ya zida za US sinachitepo kalikonse, ASML monga wopanga ma Dutch, idzamvereredwa ku United States?

Chris Hung, wofufuza wamkulu pa Market Intelligence & Consulting Institute, adati: "Makampani onse okhudzana ndi chip, kaya ndi aku America kapena ayi, amakhala osamala kwambiri pomwe amatumiza zinthu ku China. Kupatula apo, zinthu zambiri zamaluso, zida ndi maphunziro asayansi ndizoyendetsedwa ndi US. ".

Potengera Huawei, kampani ina yaku China, mwachitsanzo, kampaniyo itaphatikizidwa "mndandanda wazamalonda", bungwe lothandizira zida za Britain ku Britain lidalengeza kuyimitsidwa kwa mgwirizano ndi Huawei, chifukwa mkono wa ukadaulo ndi wobadwira ku United States. . Komabe, atamaliza kuwunika kwalamulo, mkono udayambiranso bizinesi yake ndi Huawei.

Kuphatikiza pa mkono, othandizira ambiri a Huawei aku US tsopano akubwerera ku Huawei popereka kuwunika.

Chifukwa chake, izi ndizomwe zimachitika ASML ikayimitsa kaperekedwe ka zida za SMIC za EUIC. Malinga ndi magwero, gawo limodzi mwa magawo asanu a magawo omwe amafunikira makina opanga ASML amapangidwa pachomera ku Connecticut, USA. Ngakhale ASML ikakamizidwa kuchita “kuwunikira,” kuyambitsanso kuyambiranso nthawi zonse zikakwaniritsidwa. SMIC idayankhanso pamwambowu ndikuti ntchitoyi idakali "gawo lolembedwapo ntchito." Pakadali pano, njira zapamwamba zakampaniyo zikuwongolera komanso chitukuko chikuyenda bwino, kulumikizana pakati pa R&D ndikupanga ndizabwinobwino, ndipo makasitomala ndi zida zimatumizidwa kuntchito wamba.

Ndizoyenera kunena kuti othandizira angapo ku Huawei aku US akubwerera pang'onopang'ono, ndipo maubwenzi a Sino-US awonetsa zizindikiro za kuchepa. Posachedwa, Secretary of Commerce a US a Wilber Ross adatinso China ndi United States zikuyembekezeka kukwaniritsa mgwirizano wamalonda ku Iowa, Alaska, Hawaii kapena China kwinakwake posachedwa.

Izi zitha kukhala nkhani zabwino kwa mgwirizano pakati pa ASML ndi SMIC. Ngakhale boma la Dutch likadandaula zakukopa United States, ngati malingaliro omwe aku US aku China ayamba kuyenda bwino, ndiye kuti boma la Netherlands silidzapikisana konse.