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yesterday, a piece of news came out that from september 7, the dutch government revised the export ban. the twinscan nxt:1970i and 1980i duv immersion lithography systems that could previously be sold to china also require a license from the dutch government.

therefore, many people believe that this is to completely prevent china from entering the 7nm process, because it means that all subsequent immersion duv lithography machines will require a license.

in fact, everyone has misunderstood it. the actual situation is not like this.

previously, the united states did not allow asml to sell twinscan nxt:2000i and subsequent duv immersion systems. if it wanted to sell this type of immersion lithography machine, it would need a u.s. license.

later, the united states introduced a new ban, that is, some chinese advanced chip manufacturing wafer fabs would not be able to obtain a license to ship nxt:1970i and nxt:1980i immersion duv equipment, which was also issued by the united states.

as for who are the individuals? everyone knows that they are the chinese wafer factories that have been included in the entity list by the united states.

it can be seen that previous licenses had to be issued by the united states.

but this time, it was different. the license required to sell the twinscan nxt:1970i and 1980i duv immersion lithography systems changed from the united states to the dutch government.

this means that if twinscan nxt:2000i and subsequent duv immersion systems are to be sold to china, a us license will still be required. however, the two backward immersion lithography machines, twinscan nxt:1970i and 1980i duv, do not require a us license and only require a license from the dutch government.

this means that the right to sell these two old immersion machines will be decided by the dutch government, not the united states. the dutch government has taken back the rights from the united states.

everyone knows that china currently contributes 49% of asml's revenue. it can be said that half of its revenue comes from the chinese market.

the netherlands' strategy toward china will certainly not be as radical as the united states' strategy toward china, so we can make a bold guess that it will be difficult for domestic manufacturers to obtain nxt:2000i and above machines in the future, after all, they need us permission, but if they want to buy the old models nxt:1970i and 1980i, it should not be a problem, as the netherlands will basically not be blocked.

so, all in all, this is actually a good thing. the netherlands has greater autonomy, asml can sell its machines more easily, and china can buy them more easily. this is not a bad thing, so don't get it the wrong way around.