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 regard, its strength is quite different from that of TSMC. The most important thing is that at present, 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 is that my country cannot import EUV lithography machines. Because the traditional DUV lithography machine cannot manufacture chip products of 7nm and above, if you want to create advanced technology, you can only choose EUV lithography machine. However, due to the limitations of various factors, it has led to the delay in buying related equipment, which directly led to the slow progress of chip manufacturing in my country.

Unexpectedly, EUV lithography machine has been targeted

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

You must know that global chip giants such as TSMC, Samsung, and SK have a large number of branches in China, and even most of SK's production capacity is completed in China, and the emergence of this rule undoubtedly directly affects these companies. Manufacturing progress and development status. Therefore, whether it is TSMC or Samsung, it is not immune to this new regulation.

The emergence of this rule is a disadvantage to the development of enterprises and to the development of enterprises in our country. First of all, for enterprises, the inability to purchase advanced equipment into domestic branches means that these branches can only choose backward mature technologies in order to manufacture. 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 a company leaves the domestic market and develops elsewhere, it directly slows down the local development speed, which is also a loss to the local economy.

Self-developed lithography machine is imminent

It is not difficult to see that this new regulation is actually aimed at EUV lithography machines and the speed of chip development in my country. But the more in this situation, the more urgent the research and development of lithography machine. Although we may not be able to achieve independent research and development and production of all parts, as long as the key components are de-beautified, the manufacture and production of purely domestic lithography machines may not be a fantasy. You must know that Shanghai Microelectronics has already made achievements in the production of 28nm lithography machines, and there have also been breakthroughs in some key technologies. As long as this state is ensured, the lithography machine problems will achieve breakthroughs sooner or later.