Of the 62 pieces of equipment sold by ASML in the Netherlands, most are DUV mask aligner and a few are EUV mask aligner. This year, we in China became the largest customer of DUV mask aligner in ASML. Ranked first in terms of purchase amount, accounting for 34% of the total sales of 62 ASML sets, which was 12 percentage points higher than last year's 22%, 5 percentage points higher than South Korea, which ranked second this year, and 27 and 28 percentage points higher than Japan and the United States, which ranked second from the bottom and first from the bottom respectively. However, all the duvets we bought in China are much cheaper than EUV, that is to say,

EUV mask aligner has been purchased by manufacturers in other countries and regions. Including TSMC, Samsung, Intel and Hynix. China SMIC hasn't got the order for 20 18, and hasn't bought it from ASML for five years.

We in China need not only to use DUV mask aligner extensively now. This year, China purchased more DUV mask aligner from ASML than last year, and also more than other countries and regions. This certainly shows the level that our domestic chip manufacturing enterprises have generally reached at present, and also indicates that the mid-range chip manufacturing will have a more enthusiastic situation, and the capacity expansion has been further guaranteed;

In addition, it should be a sign that more domestic chip manufacturers are developing 7nm technology. SMIC relies on DUV mask aligner to develop and master this technology. What's important is that we still have a realistic need to use EUV mask aligner in China. SMIC has been "only waiting" for EUV mask aligner since 2020, and is eager to develop 5 and 3nm technology; When it arrives, of course, the yield of 7-nanometer chips will reach the industry standard faster. However, it seems that he won't come for a while. In fact, other high-end technology equipment, accessories and raw materials of American companies will not come for a while. The situation is pressing, which will force our domestic related enterprises to accelerate their development.