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AMSTERDAM: ASML Holding NV<\/a>'s exports to mainland China will likely hold at last year's level in 2023 despite ongoing U.S-Dutch government talks over new restrictions on the company's sales to the country, CEO Peter Wennink<\/a> said on Wednesday.
ASML<\/a>, which dominates the market for machines used in one step of the chipmaking process, was restricted from selling its most advanced EUV machines to Chinese customers in 2019 following U.S. pressure, due to fears they could be used to make chips that have military applications.
The company still sends older DUV machines to China, although these are now a focus of the U.S.-Dutch talks. Such sales totalled around 2.16 billion euros ($2.35 billion), or 14% of total revenue, last year, down marginally from 2.17 billion in 2021.
In an interview with Reuters following the company's fourth quarter earnings, Wennink said he expected sales to China to be \"about the same\" this year, adding that orders from Chinese firms make up about 15% of the company's 40 billion euro order backlog.
The EUV machines account for 50% of ASML<\/a>'s sales, Wennink said, noting that the company's U.S. peers such as LAM Research<\/a> and Applied Materials had not had similar restrictions imposed on their own sales to China until Washington announced sweeping new measures in October in a bid to hobble Beijing's chip-making ability.
After a meeting with U.S. President Joe Biden<\/a> last week, Dutch Prime Minister Mark Rutte signalled that while the Netherlands is aligned with the U.S. on security policy, it will not simply adopt the new restrictions.
China is the world's biggest consumer of computer chips and Wennink said the first effect of the U.S. rules was to push local chipmakers to invest in capacity, albeit to make slightly less sophisticated chips.
\"They just become very practical,\" he said, adding that Chinese customers are investing in 20 nanometre chips and larger - those considered cutting edge before the year 2014.
\"This is an area where there is massive shortage.\"
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ASML CEO预计稳定2023年中国销售尽管限制
荷兰阿斯麦公司占据市场的机器使用晶片制造的过程的一个步骤,是限制其最先进的EUV机器卖给中国客户在2019年美国的压力后,因为害怕他们可以用来制造军事应用的芯片。
阿姆斯特丹:ASML Holding NV的出口到中国大陆可能会维持在去年的水平在2023年尽管目前U。S-Dutch政府谈判新公司的销售限制,CEO彼得·维尼克周三表示。
ASML,占据市场的机器使用晶片制造的过程的一个步骤,是限制其最先进的EUV机器卖给中国客户在2019年美国的压力后,因为害怕他们可以用来制造军事应用的芯片。
公司仍将老DUV机器到中国,尽管这些现在美国的焦点荷兰谈判。这样的销售总额约21.6亿欧元(23.5亿美元),占总收入的14%,去年,略低于21.7亿年的2021。
在接受路透社采访时该公司第四季度收益后,维尼克表示,他预计销售中国今年“相同的”,并补充道,中国公司的订单占15%的公司400亿欧元的订单。
的EUV机器占50%ASML的销售,维尼克指出,该公司的美国同行等林的研究和应用材料还没有类似的限制强加给自己的销售到中国,直到华盛顿10月宣布全面的新措施,以使北京的芯片制造能力。
在会见美国总统乔•拜登(Joe Biden)上周,荷兰首相马克•吕特表示,在荷兰是符合美国安全政策,它不会简单地采用新的限制。
中国是世界上最大的电脑芯片和消费者维尼克说,第一个影响美国的规则是推动本地芯片制造商投资能力,虽然稍微不那么复杂的芯片。
“他们只是成为非常实用的,”他说,并称中国客户投资20纳米芯片和更大——2014年之前那些被认为前沿。
“这是一个领域有巨大的短缺。”
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