After Huawei took the lead in 5G technology, the USA began to revise the rules, especially in IC.
It is reported that the United States first banned the free shipment of American chip companies such as Qualcomm, and then restricted the free shipment of chip companies using American technology. After the United States revised the rules many times, many chip companies such as TSMC and MediaTek could not ship freely.
As a result, Chinese manufacturers began to accelerate the development of chip manufacturing technology, at the same time, the policy also gave support in many aspects, such as making integrated circuits an independent license, establishing integrated circuit institutes and reducing taxes, etc. However, in order to produce chips, lithography machines must be used, and after the United States revised the rules, the news of Manufacturing Chinese lithography machines is one after another.
It is reported that Shanghai Microelectronics will launch a new generation of lithography machine in 2021, and its exposure accuracy will be directly improved from 90 nm to 28 nm, which can be used to produce 28 nm and other process chips. It can also be used to produce chips with a 7 nm process under a multi-exposure process. In addition, it was hinted that China actually has a new generation of domestic lithography machines.
In addition to the news about the lithography machine of Shanghai Microelectronics, the Chinese Academy of Sciences, Tsinghua University and Huawei also sent news about the lithography machine. It is reported that the Chinese Academy of Sciences has taken lithography as the main technical problem to overcome, and will cooperate with the domestic supply chain to achieve technological breakthroughs in advanced lithography as soon as possible.
Tsinghua University has made great progress in light source, because the Tsinghua University team has published a research paper on “Experimental Demonstration of Steady State Microbunching Principle”. In this paper, the first principle experiment of a new particle acceleration light source “steady-state microbunching” is introduced in detail, and this light source technology can be used to produce advanced lithography machines, after all, the most important technology of lithography machines is light source technology. What’s more, Huawei has also begun to recruit semiconductor equipment talents. It is reported that Huawei has begun to cooperate with domestic enterprises such as Shanghai Microelectronics to speed up the breakthrough of lithography technology, and then build a pure domestic chip production line.
Good news of Chinese lithography machines come one by one,will ASML still hold on? Obviously no!
Just four months after the last revision of the rules in the United States in 2020, ASML has made it clear that it will accelerate its deployment to the Chinese market and provide Chinese manufacturers with all the technologies it can provide. Not only that, ASML also said that the sale of DUV lithography machines to Chinese manufacturers does not require licensing under normal circumstances. After entering 2021, ASML still expressed its position one after another, for the first time, it said that restricting the free shipment of chip companies such as ASML would not benefit the United States, but would also bring serious losses to American technology companies. Once again, ASML made it clear that if it had been restricted to ship freely, ASML would withdraw from the Chinese market completely after 2015, including, of course, other American chip companies.
Secondly, ASML has accelerated the sale of lithography machines to domestic manufacturers. After entering 2021, ASML accelerated the sale and delivery of lithography machines to domestic manufacturers. Among them, ASML signed a $1.2 billion agreement with SMIC to sell lithography technology, and delivered 11 lithography machines to domestic manufacturers in the first quarter of this year. Most importantly, it is reported that ASML has been striving to deliver the EUV lithography machines it has purchased to domestic manufacturers as soon as possible.
But the truth is, no matter how much USA try to stop or ASML try to get the loss, China’s ready to move on, to a new age of technology.
The world is waiting……