2. Reason 2: More than 90% parts of ASML's mask aligner are purchased from abroad, which is completely different from its original rivals, Nikon and Canon. It is precisely because of this policy that they can get the most advanced technology in the world at the same time in different parts of the whole equipment, and they can also make a fuss about component integration and customer needs.
So as to gain a competitive advantage in the ever-changing chip manufacturing industry, and the Matthew effect of this high-tech industry is particularly obvious. Once there is a little gap, it will soon widen rapidly.
3. Reason 3: "Mastering the core technology", the most advanced EUV lithography technology, ASML has the second largest number of patent applications in the world, which shows that even if the parts are widely outsourced, they still have unremitting pursuit of the core technology.
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ASML also has its unique mode of cooperation. ASML has a very peculiar regulation, that is, only by investing in ASML can it get the priority of supply, which means that its own customers must invest in themselves first.
Such a peculiar cooperation mode has enabled ASML to obtain a large amount of funds, including Intel, Samsung, TSMC and Hynix, all of which have considerable shares in ASML. It can be said that more than half of the semiconductor industry is a partner of ASML, forming a huge body of interests. Even if there is a mistake in technology research and development, it will not be greatly affected.
It will not threaten the market share of ASML, and it is not only financial support from partners, but also technical support. For example, ASML has the second largest number of patent applications in the world for EUV lithography technology, while the number one in the world is Zeiss of Germany and the third is Hynix of South Korea, both of which are partners of ASML.