Discover and read the best of Twitter Threads about #asml

Most recents (5)

🔴Cerco si essere chiaro:

Se gli #USA riusciranno ad imporre anche alle aziende #UE restrizioni sull'esportazione di nostre tecnologie verso la #Cina, la UE perderà quel residuo di competitività che ancora ha

Ecco perché, breve thread
Obbiettivo #USA è limitare lo sviluppo economico e tecnologico della #Cina. Nella loro visione non essere più la prima economia al mondo comporterebbe rischi di sicurezza nazionale. Una posizione non condivisa da, per es, Svizzera, che non e' ne la prima economia ne è a rischio
Quindi da anni impongono vari embarghi, restrizioni all'export, di tecnologia USA verso la Cina nel tentativo di ritardarne lo sviluppo economico e tecnologico

La strategia ha una sua logica , ma funziona solo se anche altri paesi, idealmente tutto il mondo fanno lo stesso
Read 13 tweets
This is what PKU Prof. Lu Feng (路风) was saying in January about foreign companies such as #ASML complying with US #chip export controls.

EXCERPTS 🧵
1⃣ “Since the #USA has used its ‘nuclear weapon’ against China, we should strike back and use our own ‘nuclear weapon’. More specifically, the US’s method of suppressing 🇨🇳 is to control the supply of chips. Well then, [in return], 🇨🇳 should and can control the demand for chips.”
2⃣ "If the US is forcing a tech and industrial #decoupling [from #China], then we should impose sanctions on all the foreign companies that are carrying out these orders to decouple from the Chinese market.”
Read 16 tweets
#October7Surprise Prospects for China getting around Oct 7 controls on semiconductor manufacturing equipment by enticing non-US vendors and governments to go against US preferences.
Thread 🧵
As the very insightful @fudaoge notes, the de-Americanization option for foreign vendors is a tough one, and is caught by the US persons provisions added to 2018 ECRA but now weaponized: chinatechtales.wordpress.com/2022/11/06/as-…
Then there is the question of whether Japanese players would be willing to really fall on their sword on this one, including possibly going against METI. Already Tokyo Electron is putting out figures for losses resulting from controls in China: asia.nikkei.com/Business/Tech/…
Read 14 tweets
Probablement ma valeur préférée du secteur des #semiconducteurs : 🇳🇱 $ ASML 🤩 Une machine de guerre qui produit les machines permettant… De produire les machines de notre quotidien 🤭

#ASML a justement publié ses résultats hier, et c'est ultra joli 🍾

🔎 Tour d'horizon 🔽🧵 Image
Notons une impressionnante croissance de 33 % des ventes entre 2020 & 2021, particulièrement soutenue par le segment de puces de mémoire ✨ Ces puces stockent l'information : bah oui, c'est toujours mieux de retrouver vos documents quand vous rallumez votre PC ou votre #iPhone 😂 Image
Ça, c'est une machine de lithographie #EUV, le joyau de la couronne du pipeline technologique d'ASML & une des machines les plus complexes jamais créée par l'Homme. ASML en a vendu 42 en 2021, pour 6,3 milliards d'euros, 46 % des systèmes vendus en tout. Une vraie pépite ! 👀 Image
Read 9 tweets
💡Vous voulez plancher sur l'incroyable industrie que sont les Semi Conducteurs mais vous ne savez pas par où commencer ?
💭Vous n'arrivez pas a faire la différence entre ASM, ASML, Nvidia, TSMC ?

🧭Voici un Thread avec de belles ressources pour plonger dans ce secteur 👇
Ce Thread me servira car je vais y répertorier les différentes ressources que j'ai utilisé / que j'utiliserai pour mieux comprendre cette industrie.
Je rajouterai donc du contenu au fil de l'eau, sans forcément d'ordre ou d'organisation spécifique. Image
La Chaîne de valeur de l'industrie du Semi-Conducteur : Qui fait quoi, avec quelles matières premières ?
Qui vends quoi, à qui ? Pourquoi ?

Quelques éléments de réponses 1/2
stiftung-nv.de/sites/default/…

semiconductors.org/wp-content/upl…

nemrod-ecds.com/?p=4832

institutmontaigne.org/publications/s… ImageImageImage
Read 30 tweets

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