ASML CEO Says Chip Controls Will Push China to Create Own Technology

The head of Dutch chip-gear giant ASML Holding NV says US-led export control measures against China could eventually push Beijing to successfully develop its own technology in advanced chipmaking machines. Peter Elstrom reports on Bloomberg Television.

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[achristian]

7 months later, we already know he was telling the truth.

[khaidirabdulmajid]

The suggestion from someone in Japan that TSMC might be the reason why China may invade Taiwan is laughable. come on journalists do your job

[josephchettupuzha]

It will be wonderful for the world, Once China starts producing chips, prices will drop by 80%.. Similar to Solar panels and the soon to commence Chinese aircraft’s.

[ylu]

"ASML CEO Says Chip Controls Will Push China to Create Own Technology". I think this CEO knows it very well and he has a previous case to refer to, the space station.

[AZ-hjym]

And now 7 months later China did it. China speed.

[DrPhilMM]

... and it took China 7 months to develop its domestic 7nm chips.

[robertwang]

They have the talent/engineers, the money, the tooling capability, the market - it’s only a matter of time. Also all the returnees from top research institutions. Just look at what they have achieved in the last 20 yrs - EV, high speed train, 5G, solar, battery, electronics, electric bikes…
.

[txju]

He was right, now that SMIC is producing 7nm chips for the kirin 9000

[vicoob]

he said this 7months ago?no wonder he is the CEO, smart guy

[jkuang]

7 months later we know China can make 7nm chips. But I want to catch up with you on EUV Lith Machine for chip making for 5nm, 3nm and even further: China has figured out that they REALLY DON'T NEED ASML Lith Machine for EUV lights. The EUV light is used to create the 5nm, 3nm or even 2nm chips. But instead of coming up with its own complicated Lith Machines for EUV lights, China simply built a 1K square kilometers LITH FACTORY. They don't need a machine to build chips. They simply built a factory to build chips. So the light will travel across the factory over hundreds of meters. And they could go through stages to extract the proper wavelength lights for any chip developments. The LITH FACTORY could support 28nm, 14nm, 7nm, 5nm, 3nm, 2nm and even further, you name it.

China realized that they don't need to have small form factors of Lith Machines that need to ship across oceans. They just need a mechanism to build chip. That mechanism could be as big as a factory. So China created a LITH FACTORY for chip making. Amazing!

[ideally]

The CEO is right. Chinese manufacturing sector is the biggest consumer of the 7nm chip. So the ban will force the Chinese to use domestic-made 25nm chips, it is 4 times bigger, but for most applications it makes no difference. At the same time, 7nm chips will become more expansive, it won’t survive without government subsidies. It is a short sighted move on the US part, a complete reversal of the roles, market will win!

[AngelAngel-pcmc]

He is 100% correct, and that's not the first time American done the dump things against China

[vlhc]

This is what Chinese proverb calls drink poison to quench thirst. Technology is intrinsic and require only human capital, capital that China has more than anyone, where as ASML's monopoly is extrinsic, it requires others to cooperate and can't be created by will.
It's inevitable for China to build what ASML have, but it's impossible for ASML to ever go back to a world where there's only one player in town.
Companies built around monopolies tend to do badly when they lose it, and they tend to do VERY badly if they lose the world's biggest customer to their new competitor.
By forcing ASML down this route, America has started a irreversible process that's almost guaranteed to end in ASML's collapse.

[Flex]

We (West) underestimate China since mao. Its part of capitalism to overweigh the short term efforts

[zetajolyne]

There is now an analysis and speculation that China has adopted different technical routes for the light source of litho machines. As we all know, in order to export and transport across oceans, ASML's litho machines must be miniaturized.
In fact, China does not lack EUV light sources, even is the world leader. What troubling the researchers is how to miniaturize them.
But now, under U.S. sanctions, a lot of Chinese institutions and enterprises are focusing on domestic needs and no longer expecting international orders. They directly use ultra-large-scale light source which originally used for experiments and hydrogen fusion.
Relying on one huge accelerator to supply multiple lithography production lines at the same time, separating the light source and lithography machine is likely to be the China's answer.

[huanghermann]

He has been proved right in his prediction. SMIC now mass produces Kirin 9000s using 7nm process

[vlhc]

China is now building the world's first SSMB-EUV light source based on laser modulated synchrotron radiation, i.e. particle accelerator.
Compared to ASML's LPP-EUV, which blasts liquid Tin pellets with laser, SSMB-EUV has superior power, more continuous power output, narrower wavelength range, smaller wavelength and continuously adjustable wavelength. i.e. pitch at silicon physical limits with maximum yield.
Only drawback is the accelerator is big and can't be shipped, which isn't a problem for China.

Not that China isn't also building LPP-EUV, they also have a prototype of that machine to hedge their bets, but if SSMB-EUV comes online, ASML becomes obsolete with no hope of ever catching up.

[yinli]

Mr. Elstrom is absolutely right on! Biden's administration should have learned lessons from the space program competitions with China.

[happyhunter]

USA will still have potato chips once china produces new optical chips

[seeratasghar]

EU will pay the price for it’s master’s misadventures