On August 6, the French “Echo” website published an article entitled “Prohibiting the export of lithography machines: China will thank Trump in the future”. The author is Emmanuel Combe, a professor at the University of Paris I in France. The full text is excerpted below: The shares of Dutch semiconductor equipment company Asmack, which has the largest market capitalization in Europe, fell by nearly 10% in a few days. What is the reason? According to some media, a Chinese company is preparing to mass-produce deep UV lithography machines, and this is one of Asmack's flagship products. Asmat has almost a monopoly on the extreme UV lithography machine market. This is the equipment that makes the most advanced chips, and its share of the deep UV engraving machine market is as high as 80%. The company's monopoly position is the result of 30 years of research and development, and relies on a unique European supplier system, such as the optical company ZEISS and the laser company Tongkuai Group. The threshold is too high, making it almost difficult for new competitors to enter this market.
Zhitongcaijing · 3d ago
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On August 6, the French “Echo” website published an article entitled “Prohibiting the export of lithography machines: China will thank Trump in the future”. The author is Emmanuel Combe, a professor at the University of Paris I in France. The full text is excerpted below: The shares of Dutch semiconductor equipment company Asmack, which has the largest market capitalization in Europe, fell by nearly 10% in a few days. What is the reason? According to some media, a Chinese company is preparing to mass-produce deep UV lithography machines, and this is one of Asmack's flagship products. Asmat has almost a monopoly on the extreme UV lithography machine market. This is the equipment that makes the most advanced chips, and its share of the deep UV engraving machine market is as high as 80%. The company's monopoly position is the result of 30 years of research and development, and relies on a unique European supplier system, such as the optical company ZEISS and the laser company Tongkuai Group. The threshold is too high, making it almost difficult for new competitors to enter this market.
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