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不是ASML敢對美國說不,而是提不起勇氣跟中國說再見 – 有海水的地方就有中國人

不是ASML敢對美國說不,而是提不起勇氣跟中國說再見

不是ASML敢對美國說不,而是提不起勇氣跟中國說再見
2,202

在多项芯片禁令发布后,美国为了彻底在芯片领域堵死中国,就开始给荷兰ASML施压,并鼓动ASML一直制裁中国,就连一些旧款光刻机都不要卖给中国。但ASML却一再拒绝美国,与人说ASML敢对美国说不,是因为有着足够的实力!

毕竟,ASML在全球芯片领域的分量十足!全球光刻机市场,60%以上的份额在ASML手上,并且能够制造7纳米及以下芯片的EUV光刻机,也是ASML独有。这是ASML的实力,但在美国面前,一家企业的实力再强又有什么用!当初日本如日中天的芯片行业,还不是被美国打得一蹶不振。

所以,不是ASML敢对美国说不,而是提不起勇气跟中国说再见!中国市场对ASML很重要,对ASML来说,中国不仅仅是第三大出口市场,也是一条新的出路。有分析指出,现在全球半导体行业,进入了产能过剩的时期!包括英特尔在内的芯片企业,都出现了净利润大幅下降的情况。

芯片产能过剩,自然也就影响到了光刻机领域,毕竟芯片的需求少了,那么光刻机的需求也会减少!而美国对中国芯片限制出口,还会这一局面进一步恶化。美光宣布减少投资,韩国SK海力士开始减产,都给ASML敲响了警钟!如果ASML跟着美国一起制裁中国,下一个可能就轮到ASML了。

ASML确实可以跟美国联手,对中国的半导体行业发起打击,也必然会对中国半导体行业造成不小的冲击!但中国作为半导体产业重要参与者,这些年在光刻机领域,也是持续取得突破。虽然要想彻底解决光刻机“卡脖子”的问题,尚且还需要一段时间,但中国等得起,也会努力缩短这一时间。

尤其是美国要对中国半导体行业发起制裁,试图遏制中国科技发展,势必会刺激到中国,让中国加大攻克先进光刻机制造技术的力度!而美国制裁中国的结果,最后也不出所料地呈现了同一个结果。用俄罗斯专家的话来说,就是美国在什么领域制裁中国,中国往往很快就能在这一领域取得突破,并嘲讽美国的制裁让中国更强大。

所以,ASML跟着美国一起制裁中国,跟中国再见,然后就出现一个竞争对手?一旦中国在光刻机领域取得突破,势必会成为ASML的竞争对手。虽然可能这个对手还比较弱,但这只是一时的,尤其是在ASML跟着美国一起制裁中国,给了外界一个任凭美国摆布的印象后,非西方国家与ASML的合作,都会变得谨慎起来。

ASML不傻,也正是因为看到了这一点,才会对美国说不!中国的崛起之势没人能够阻挡,中国这些年的科技发展,也是让美国感到心惊。所以,美国才会变本加厉地制裁中国,试图在半导体领域遏制中国的发展速度。可美国注定会白忙一场,在中国还没崛起的时候,美国对中国的封锁打压都没起到效果,现在中国已经崛起了,影响力持续扩大的情况下,美国凭什么认为还能遏制中国的发展。(纸飞机)

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