ASML May Join US on Chips Exports Controls.
February 17, 2023
Key Takeaways:
- Netherlands and Japan are set to join the US in restricting China's access to advanced semiconductor equipment, following US restrictions imposed in October 2022.
- ASML currently ships non-EUV lithography systems, metrology, and inspection tools to China, which accounts for 15% of its total sales in Y2022/Y2023.
- However, the Netherlands may expand restrictions on ASML to prevent it from shipping DUV, and the US may require ASML to comply with technology restrictions, which could affect ASML's sales to China.
- This ban would have a significant impact on Chinese foundries covering broader applications including DDIC, MCU, CIS or memory, and it may not be cost-effective for them to adopt ArF (dry DUV) instead.
Full insights deliverd in Feb 17th weely report.
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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