阿麦斯说中国市场很重要,然而中国光刻机,是出膛的子弹不可停止

阿麦斯(ASML)说中国是最大的芯片市场,至关重要,主要目的肯定不是表扬中国市场的庞大。它主要的目的还是为了延缓中国光刻机的发展。一方面释放向中国出口低端光刻机的意愿,打击中国企业在光刻机方面的投入积极性;另一方面游说美国,放开其低端光刻机的对华出口。

失去市场的恐惧

阿麦斯已经看到中国在光刻机研发方面的投资规模和进步,这一点让它感到失去市场的恐惧。在中国已经有多家上市公司投资研发光刻机,光刻机涉及到的技术,一个一个被攻破,这让阿麦斯感受到了压力。

中国光刻机首先会突破低端光刻机技术,低端光刻机一旦实现国产化,就意味着光刻机研发可以实现自给自足甚至是盈利,为进一步发展提供可能性。阿麦斯希望用低端光刻机的对华出口,遏制中国低端光刻机的突破。即便中国光刻机生产出来了,通过用低价策略,让国产低端光刻机无利可图,也可以遏制中国光刻机产业由低端向高端发展。

在高端设备制造领域,西方有诸多前车之鉴,比如盾构机之类。一旦中国光刻机研制成功,实现自给自足,全球光刻机市场的价格很可能被中国打下来,这将危及整个欧美光刻机产业链的生存,届时不仅欧美可能失去光刻机制造能力,中国还可能成为光刻机全产业垄断国家。

中国光刻机研发,子弹已出膛不可停止

西方对中国芯片发展的打压让中国感受到了安全威胁:比如将中国大学列入实体清单,遏制中国大学生的深造和回流。禁止中国使用芯片产业软件、禁止中国进口高端光刻机、禁止使用美国技术的企业给华为生产芯片,等等。都对中国经济安全产生威胁,这让中国下定了研发光刻机的决心。

中国已经投入大量人才和资金研发光刻机,而且取得了一定的进展。在中国芯片企业加速发展的背景下,光刻机是制造芯片所必需的关键设备之一,也是当前全球芯片产业中最为核心、最具前沿的技术领域之一。在这种背景下,中国的企业绝对不可能半途而废,让投入的资金打水漂。所以,中国研发出自主知识产权的光刻机,只是时间问题。

西方对中国采取芯片遏制,本身就是违反贸易规则的。一旦中国成功生产出自己的光刻机,对自己的光刻机产业链实行保护和补贴,就是以其人之道还治其人之身的做法。最终,西方只会搬起石头砸自己的脚。

中国应保持头脑清醒

类似于当年国产大飞机项目走过的弯路,中国在光刻机技术研发方面应当下定决心,坚定不移地推进该项目。并且,我们也已经取得了一定的进展。中国人深知芯片产业的战略地位,也十分清楚自主可控的光刻机技术对于芯片产业的重要性,因此会持续、有序地向此领域注入更多的资源与支持。

虽然在技术领域的创新和突破是一个复杂、漫长的过程,需要超越技术的壁垒和产业链的限制,但中国艰苦卓绝的努力和独特的发展模式使得其成为了世界上最为成功的新兴国家之一,并成功实现了很多自主创新和技术突破。在光刻机领域,中国的一些企业已经开始研发自主品牌的光刻机,我们可以期待在未来相当长一段时间里都将能看到中国坚定的技术追求和创新态度。

英文版:AMSLINE said that the Chinese market is very important. However, Chinese photolithography machines are like bullets fired from a gun barrel that cannot be stopped.

ASML stated that China is the largest chip market and therefore crucial, but its main purpose is not to praise the size of the Chinese market. Its primary goal is to slow down the development of Chinese photolithography machines. On the one hand, it signals the willingness to export lower-end photolithography machines to China to discourage Chinese companies from investing in this field. On the other hand, it is lobbying the US government to lift restrictions on exporting low-end photolithography machines to China.

Fear of losing the market

ASML has already witnessed the scale and progress of China's investment in photolithography machine research and development, which makes it fearful of losing its market share. Multiple Chinese-listed companies have invested in the research and development of photolithography machines. Moreover, the technologies involved in photolithography are being gradually conquered one by one, which has put pressure on ASML.

The first breakthrough for Chinese photolithography machines is likely to happen in low-end technology. When low-end photolithography machines are localized, this will signify that photolithography machine research and development can be self-sufficient and even profitable, paving the way for further development. ASML hopes to restrain the breakthrough of low-end photolithography machines in China with exports of its own low-end photolithography machines to China. Even if Chinese photolithography machines are produced, making domestically produced low-end photolithography machines unprofitable through pricing strategy can still prevent the development of China's photolithography machine industry from moving towards the high end.

In the field of manufacturing high-end equipment, there are many lessons learned from the West, such as shield tunneling machines. Once Chinese photolithography machines are successfully developed and reach self-sufficiency, the prices of photolithography machines worldwide may experience a significant decline, endangering the survival of the entire European and American photolithography machine industry chain. At that time, not only could Europe and the United States lose their photolithography machine manufacturing capabilities, but China could also become a monopoly country in the entire photolithography machine industry.

Chinese photolithography machine research and development, like a bullet that has been fired and cannot be stopped.

The West's suppression of China's chip development has made China feel a sense of security threat, for example, adding Chinese universities to the entity list to prevent Chinese students from studying abroad and returning to China. Prohibiting Chinese companies from using chip industry software, banning imports of high-end lithography machines, prohibiting US technology-using companies from producing chips for Huawei, etc., all pose a threat to China's economic security, which has led China to make a firm decision to develop lithography machines.

China has already invested a large amount of talent and capital in the research and development of lithography machines and has made some progress. Against the backdrop of accelerating development of China's chip industry, lithography machines are one of the key equipment required for manufacturing chips and is one of the most core and cutting-edge technology areas in the current global chip industry. In this context, Chinese companies cannot possibly abandon their investments and let their funds go to waste. Therefore, it is only a matter of time before China develops a lithography machine with independent intellectual property rights.

The West's attempt to suppress China's chip industry itself violates trade rules. Once China successfully produces its own lithography machines, protecting and subsidizing its domestic lithography machine industry chain will be an effective countermeasure. Ultimately, the West would only be shooting themselves in the foot.

China should remain sober-minded.

Similar to the setbacks experienced by the domestic aircraft project several years ago, China should make a firm determination and steadfastly promote the project in lithography technology development. Moreover, we have made certain progress. Chinese people deeply understand the strategic position of the chip industry and are also very aware of the importance of self-controlled lithography technology for the chip industry. Therefore, resources and support will continue to be injected into this field in an orderly manner.

Although innovation and breakthroughs in the technical field are complex and lengthy processes that require transcending technological barriers and industrial chain restrictions, China's tremendous efforts and unique development model have made it one of the most successful emerging countries in the world, successfully achieving many independent innovations and technological breakthroughs. In the field of lithography machines, some Chinese companies have already begun to develop their own branded lithography machines. We can expect to witness China's firm pursuit of technology and innovative attitude for a considerable period of time in the future.

#阿斯麦:中国市场很重要#

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页面更新:2024-02-15

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