ASML CEO: Even if Western chip production capacity increases, Asia will still be the center of the semiconductor industry
TechNewsTechnology News
October 11, 2024
Author Lin Yurou
October 11, 2024
Author Lin Yurou
Christophe Fouquet, president and CEO of Dutch semiconductor equipment leader ASML, believes that the increase in chip production capacity in Western countries is unlikely to change the balance of power in the semiconductor industry.
In an exclusive interview with Nikkei, Fouquet pointed out that he previously attended TSMC’s groundbreaking ceremony in Dresden, Germany. He believes that Europe and the United States not only need to establish subsidized chip factories, but also have a real impact on the shape of the industry. Cost and flexibility issues must be solved in the long term to truly develop the ecosystem.
Fouquet believes that if Europe and the United States want to succeed, they must improve the economic model of semiconductor manufacturing and cannot produce very unfeasible things at higher costs. "Subsidy policies are short-lived and are meant to create time and space to fundamentally solve more structural problems. . Europe’s main advantages in semiconductors are excellent talent and renewable energy.”
Even if Europe and the United States support new semiconductor factories under subsidy policies, Fouquet believes that the pace of chip production capacity growth will still slow down, and Asia will still be the main manufacturing leader for many years to come.
Asia accounted for 84% of ASML's revenue last year, with Taiwan being the largest market, followed by China, South Korea, Singapore, and the United States and Europe accounting for 12% and 4% of revenue respectively.
Currently only Japan's Canon and Nikon offer semiconductor exposure machines comparable to ASML. China's Shanghai Microelectronics Huawei is developing its own exposure tool but has yet to produce a commercially viable model.
ASML is developing a new generation of semiconductor devices to support more complex high-resolution designs, and the company has shipped its first High NA EUV device to Intel. Fouquet expects widespread adoption of the technology to begin in 2026 or 2027.
ASML is adding a new facility near its headquarters and is looking for other expansion locations nearby. The company is also opening training, repair and refurbishment centers in South Korea and Taiwan, as well as setting up production lines for less complex tools.
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