2023 The United States restricts Japans output chip equipment and materials to China, but the Japanese chip equipment industry summarizes the results of this year, but they still earn a lot of profits from the Chinese market. Tokyo Electronics stated that from the Chinese marketThe income obtained accounts for nearly 47%of its revenue, but it also expressed concern that the progress of Chinese chips has led to a decline in revenue from the Chinese market.
2023 The United States attracted Japan and the Netherlands again and again to prevent the sale of advanced chip equipment and materials to China, but by the second half of 2023, their they areHowever, companies have increased their exports to China.
Fanlin Group and Ke Lei, the two major US chip equipment materials companies, said that the revenue obtained from the Chinese market in 2023 increased by more than 50 %, of which the revenue obtained by the Panlin Group from the Chinese marketIt is even more doubling that the Chinese market has contributed more than 40 % of them.
Seeing that American chip equipment companies have earned huge income from the Chinese market, in September 2023 ASML stated that it has obtained the 2000i light carvings that can be used for 7 nanometers in China.In September, the chip equipment exported to China in September increased by 18 times, mainly the ASML lithography machine. In the last three months of 2023, ASML exports to China to double the trend.
The Japanese chip equipment industry is naturally unwilling to fall behind. Nikon said that it improved the light source and did not use American technology to export some light carved machines.Materials, 60 % of the global chip material market is in the hands of Japanese companies. Tokyo Electronics is an important chip material company. Tokyo Electronicss exports to China have also rapidly increased. It can be seen that they are unwilling to watch the American chip equipment company to make money from the Chinese market.
Tokyo Electronics happily stated that it has received rich income from the Chinese market and has effectively improved its performance. In order to further seize the Chinese market, itIt has planned to increase hands in China and recruit more employees. I hope that this year it will get more income in the Chinese market, but it also expresses concerns about changes in the global chip and equipment market.
One is that the United States immediately strengthened its restrictions on Chinas export advanced equipment. ASML has also failedASMLs exports to China have plummeted, but ASML recently said that its second-generation EUV lithography machine-2 nanometer light machine has received a large number of orders, with an order amount of more than 50 billion yuan, which can make up for the losses in the Chinese market.
The second is that the technology of Chinese chip equipment and material companies is progressing rapidly.Enterprises are accelerating replacement imports, which has a greater impact on the Japanese chip equipment industry.
In 2023, it has been reported that Chinese chip material companies have been successfully developed and developed successfully 5nm light carvings and other materials.No need to cooperate with too many industrial chain companies, Chinas rapid progress in chip materials will have a great impact on Japans chip equipment and material industry.
The progress made by China in the chip industry in recent years has attracted worldwide attention, breaking the gap in the storage chip, RF chip and other industries.With the advancement of the chip industry, the realization of the chip industry chain will be a matter sooner or later. After all, it is difficult to rely on the overseas chip industry chain. Many facts have proven this. It is believed that the Chinese chip industry chain will eventually be completely autonomous.
