ASML still depends on China for almost 50% of its
lithography machine sales in the last quarter and it is beginning to
realize its frailty and attempting to extricate itself from the Dutch
Government's control, basically catering to the interest of the USA.
ASML is not totally following the dictates of the Dutch Government, that
in turn, has to toe the line of the USA Government in its attempts to
stifle China in semiconductor manufacturing.
The Dutch
Government has to see more clearly that following the USA blindfolded
will do the same harm to the Netherlands as what the whole EU is going
through with sanctioning Russia over energy. It is not the USA that will
be paying the price. It is the Dutch company ASML killing its own
business, and it is the USA creating misery for others while reaping all
the benefits.
Similarly, Japanese companies doing the same
business as ASML are telling the Japanese Government that their survival
is at stake if there are further restrictions imposed upon them under
pressure by the USA Government over doing business with China.
ASML
could see that China's semiconductor innovation and the rollout speed
of its own lithography machines cannot be ignored. These lithography
machines may still be behind those of ASML's, suitable for just mature
chip making, and no match for ASML's high-end chip making machines. But
the gap may close sooner than anticipated.
ASML should be well
advised and should not swallow the propaganda that there is still a gap
of 3 to 5 years optimistically for China to catch up. It could
realistically only be a matter of a year or even months for Huawei to do
that. Remember the boast that even if ASML gives Huawei the blueprints
for lithograph machines, Huawei would not be able to build them? ASML is
now eating humble pie.
The challenge, therefore, to ASML and
Japanese chipmakers of semiconductor machines is not without basis or
the need for them to worry about. Their monopolistic days are over.
Anonymous
The USA is doing the killing for China. The USA killed industrialization in Europe and China and India are benefitting without lifting a finger. But shhh... don't talk about that. It is hurting the Europeans.
ReplyDeleteThe USA is killing its Domestic, Japanese and South Korean semiconductor manufacturing. They were then so confident of seeing China still so far behind, 5 to 10 years they claimed, and the USA thought creating the Chips Alliance will easily kill off China's ambitions. But the dragon is not that easy to kill and is instead breathing fire.
The USA thought that using NATO will be enough to kill the Russian Bear with sanctions, that will turn the Ruble into rubbles and bring Russia to its knees. Now Russia is doing even better economically than the EU. How they really miscalculated is beyond me, with all the top strategist advising the White House. Someone must be sabotaging the USA. Not China please!
The Czech Republic is talking about sending "up to" 100,000 shells to Ukraine. How long is that 100,000 shells going to last? At its peak Russia was firing 24,000 shells a day and Ukraine around 7,000. That 100,000 shells will probably last 2 weeks. And what are the Ukrainians going to do after that? Twiddle their thumbs and wait? Alright, they can always follow the Russians and use shovels to fight, as they claimed. And read the message by the Czech more closely. The Czechs are saying this is only possible if allies managed to collect the money to fund it. With 32 countries in NATO, they need a begging bowl to go around begging for help. Putin must be sniggering behind his desk.