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Two companies that make tools for manufacturing chips said that they expect sales to China to boom later this year despite U.S. export restrictions on equipment used to make cutting-edge semiconductors<\/a>.
The comments by California-based Lam Research<\/a> and the Netherlands' ASML<\/a> Holdings NV are a sign that China may be a bigger customer for the industry than expected this year given its strong demand for less-advanced chips like those used in electric vehicles (EVs).
The companies reported quarterly earnings that beat analyst expectations, though Lam's sales were lower than a year ago because of a downturn in the memory market.
Both also said they expect sales to Chinese companies to increase in the coming months despite the U.S. imposing sweeping restrictions on China's semiconductor sector in October, arguing that Beijing was using American chipmaking technology to modernize its military.
Lam is subject to the U.S. export restrictions, and ASML<\/a> will face new rules from the Dutch government on China sales later this year. But those rules so far have only affected equipment used in making the most advanced chips.
Lam and ASML said Chinese customers are buying tools for building less advanced chips that go into products like EVs, mobile phones and personal computers amid the country's drive for more self-sufficient production.
In Lam's case, it had originally estimated that the China restrictions would cost it between $2 billion and $2.5 billion of revenue in 2023. But the company said it had received a \"clarification\" of the rules from the U.S. government that Chief Financial Officer Doug Bettinger said during a conference call would allow Lam to sell \"a few hundred million dollars\" worth of tools that it initially thought were banned.
A Lam spokesperson did not respond to a request for comment on what the clarification from U.S. regulators entailed.
Lam also said that it had received around half a billion dollars in advanced cash payments, primarily from new customers.
\"I will acknowledge it's got a decent Chinese footprint to it,\" Bettinger said of the group of new customers.
ASML said it has a backlog of about 39 billion euros, the equivalent of about two years of tool shipments. Chief Executive Peter Wennink told investors during a conference call that Chinese customers working to make less advanced chips make up about 30% of those orders. That's a jump from November, when ASML said China made up 18% of its then 38 billion euro backlog.
Wennink said those Chinese chipmakers were focused on markets like electric vehicles, which require many more chips than their combustion-engine counterparts. Most of those chips do not require ASML's most advanced tools.
\"This is where ... the mature semiconductor space is very important and needs to grow. And this is where China is very strong,\" Wennink said.
Later this year, ASML will have to start applying for Dutch export licenses for what are called immersion deep ultraviolet lithography machines (DUV) for shipment to China after the U.S., Dutch and Japanese governments agreed to begin regulating the tools.
They are not ASML's most advanced machines but are still close enough to its state-of-the-art machines to make powerful computing chips and were previously not restricted by export rules.
Wennink said ASML expects to sell about 93 immersion DUV machines this year, after several years of strong demand. They are cheaper than its most advanced systems but still cost tens of millions of euros each.
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芯片工具公司期望热潮在中国销售尽管出口条例
林是受美国出口限制,阿斯麦公司将面临来自荷兰政府的新规定在今年晚些时候在中国销售。但是到目前为止,这些规则只会影响设备用于制造最先进的芯片。
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两家公司,使工具制造芯片说他们预计今年晚些时候销售中国繁荣尽管美国出口限制设备用于制造尖端半导体。
总部位于加州的言论林的研究和荷兰的ASML控股公司是一个迹象表明,中国可能会比预期的更大的行业客户的今年的强劲需求欠发达芯片中使用电动车(电动汽车)。
公司公布季度业绩超出了分析师的预期,不过林的销售额比一年前更低,因为内存市场低迷。
还表示,他们预计销售中国公司增加在未来的几个月里,尽管美国广泛实施限制在10月份中国半导体行业,认为北京是利用其军事现代化美国芯片制造技术。
林是受美国出口限制,ASML将面临来自荷兰政府新规定今年晚些时候在中国销售。但是到目前为止,这些规则只会影响设备用于制造最先进的芯片。
Lam和ASML说中国客户购买少先进芯片构建工具进入电动汽车等产品,手机和个人电脑在中国推动更多的自给自足的生产。
在林的情况下,它最初估计,中国限制成本之间的收入在2023年的20亿美元和25亿美元。但该公司表示,它已收到了一份“澄清”的规则从美国政府首席财务官Doug押注在电话会议上表示,将允许Lam出售价值“数亿美元”的工具,它最初认为是被禁止的。
林的一位发言人没有回复记者的置评请求美国监管机构带来的澄清。
林还说,已经收到了大约十亿美元的先进的现金支付,主要来自新客户。
“我将承认中国有一个像样的足迹,“打赌说集团的新客户。
ASML表示,积压了约390亿欧元,相当于两年的运输工具。首席执行官彼得·维尼克在电话会议上告诉投资者,中国客户努力制造更少的先进芯片占30%的订单。从去年11月,当ASML说中国的18%然后380亿欧元的积压。
维尼克说,这些中国芯片制造商,专注于电动汽车等市场,需要更多的芯片比内燃机同行。大部分的芯片不需要ASML最先进的工具。
“这就是…成熟的半导体空间是非常重要的,需要成长。这就是中国是很强的,”维尼克说。
今年晚些时候,荷兰阿斯麦公司将不得不开始申请出口许可证的所谓浸深紫外线光刻机(DUV)装运到中国仅次于美国、荷兰和日本政府同意开始调节工具。
他们不是ASML最先进的机器,但仍是不够近其先进的机器使强大的计算芯片和以前没有出口限制规定。
维尼克表示,阿斯麦公司预计今年将出售约93浸DUV机器,经过数年的强劲需求。他们是最先进的系统,但仍低于成本数千万欧元。
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