It is not simple and is complex but China will develop a workable one in 3 years. Short term loss but long term prosperity. ASML will lose its market permanently.....if it follows US instructions
Who would buy from ASML without after sales service in repairs and spare parts supply ? Can ASML remains profitable without China market ? Can China survives without ASML machines n equipment? China simply has to work much harder to be self sufficient asap. Similarly Netherlands must try to pursue correct trade policy to serve its best commercial interest and not be politically correct to serve US’s interest.
@@franktang7539 The Chinese market is already the world's largest consumer of semiconductors, purchasing more than 50 percent of the chips manufactured globally. Centre for International Governance Innovation
美國的策略很成功,逐步收緊,配合供應鍊外移。到 2026 年,美國就不從中國進口手機和電腦了。而最好的電腦,最好的手機,有 AI 的,會來自東南亞和印度。然後再繼續限制中國的 DUV,讓中國只能用國內良率差的設備來生產,而印度及東南亞可以用國外好的設備來生產,花十年的時間,好的手機,好的電腦,好又便宜的芯片都來自東南亞和印度了。美國最近還有計畫要培養印度 8.5 萬教育訓練人才呢。不過中國不怕,十年後中國人都可以使用華為的半導體設備來生產華為的芯片,再用華為的芯片和 AI 來生產電腦,手機和電動車I。華為會是全世界最全能的公司,遙遙領先。
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