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The research and development of lithography machine is imminent, and the new regulations are released again, and TSMC may not have expected it.

From: Date:2021-12-2

Chip manufacturing is the top priority, but my country's development is slightly slow

Although Huawei will design chips, in the final analysis, the biggest source of Huawei's problems lies in chip manufacturing. In the current industry, chip manufacturing mainly relies on two companies, one is TSMC and the other is Samsung. Although my country also has certain technologies in this area, there is a lot of difference in strength with TSMC. The most important thing is that currently TSMC and Samsung have developed in 5nm, 4nm and other technologies, while my country is still stuck at 14nm, and 7nm manufacturing has become a problem.

The main reason for this situation is that my country cannot import EUV lithography machines. Because the traditional DUV lithography machine cannot manufacture 7nm and above chip products, if you want to create advanced technology, you can only choose EUV lithography machine. However, due to the limitations of various factors, the relevant equipment cannot be purchased for a long time, which directly leads to the slow progress of my country's chip manufacturing.

Unexpectedly, EUV lithography machine has been targeted

Recently, new regulations on lithography machines have been released once again. The emergence of this new regulation has caught many people off guard, and even companies such as TSMC and Samsung did not expect it. According to the new regulations, the EUV lithography equipment produced by ASML in the future will not only need to be approved for shipment, but also cannot even enter the branch of foreign companies in China. This means that foreign chip companies in domestic branches cannot buy advanced EUV lithography equipment.

You should know that global chip companies such as TSMC, Samsung, and SK have a large number of branch factories in China, and even most of SK's production capacity is completed in China. The emergence of this rule will undoubtedly directly affect the performance of these companies. Manufacturing progress and development status. Therefore, whether it is TSMC or Samsung, they are not immune to the new regulations.

The emergence of this rule is bad for the development of enterprises and the development of our country's enterprises. First of all, for enterprises, the inability to purchase advanced equipment into domestic branch factories means that these branch factories can only choose outdated and mature technologies in order to manufacture. And this will also cause some companies to selectively leave the country to build factories, which will increase the cost of building factories and increase the risk.

Secondly, once the company leaves the domestic market to develop elsewhere, it will directly slow down the local development speed, which is also a loss for the local economy.

Self-developed lithography machine is imminent

It is not difficult to see that the new regulations are actually aimed at EUV lithography machines and my country's chip development speed. But the more in this case, the more urgent the development of lithography machine. Although we may not be able to achieve independent R&D and production of all parts, as long as the key parts are de-beautified, the manufacture and production of purely domestic lithography machines may not be a fantasy. We must know that Shanghai Microelectronics has made some achievements in the production of 28nm lithography machines, and some key technologies have also made breakthroughs. As long as this state is ensured, the lithography machine problem will achieve a breakthrough sooner or later.

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