The United States pressures DUVs to ban sales in China, and Taiwanese foundries such as UMC will benefit (photographed by reporter Hong Youfang)
[Reporter Hong Youfang / Hsinchu Report]Foreign media reported that the United States is lobbying the Dutch and Japanese governments to require the sale of semiconductor equipment deep ultraviolet (DUV) lithography equipment to China; the industry believes that this means that the United States expands restrictions on the development of China’s semiconductor industry, Once the sale of DUV lithography equipment is banned to China, China will not be able to buy this imported equipment, nor will it be able to supply it locally, and the mature process will not be able to expand production, which is beneficial to Taiwan’s wafer foundries. In addition to TSMC, UMC, which focuses on mature manufacturing , PSMC and the world’s advanced companies will benefit, and the market’s doubts about oversupply of mature manufacturing processes from next year are also expected to be resolved.
Deep ultraviolet (DUV) lithography equipment is an indispensable main equipment in the semiconductor process. Dutch business ASML, Japan’s Nikon and Canon are suppliers, and EUV lithography equipment for advanced processes is exclusively supplied by ASML; foreign reports, the United States is lobbying The governments of the Netherlands and Japan have requested a ban on the sale of deep ultraviolet (DUV) equipment to China.
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Since the US-China trade war, the Dutch government has banned ASML from selling advanced EUV lithography equipment to Chinese semiconductor factories since 2019, but DUV equipment required for mature processes can still be sold to Chinese customers; the industry believes that if the Dutch and Japanese governments Agreed to lobbying by the US government to expand the scope and category of the sales ban of semiconductor equipment to DUV, which will be a big blow to the plans of SMIC, Hua Hong Semiconductor and other Chinese foundries to expand the production of 28nm or more mature processes , Relatively, it is beneficial to Taiwan’s wafer foundries, and the market’s doubts about oversupply of mature processes from next year are expected to be resolved.
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