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When an industrial giant dominates an industry, what is its industrial form?

发布时间:2021-12-31作者来源:金航标浏览:2646

The most complex machine in the world: the extreme violet lithography machine has 100000 parts, which can be realized only by ASML in the Netherlands. The Dutch town of verdhoven, where ASML is located, is like the heart of the entire ICT industry. It determines the pulse of the semiconductor world. It is like Luke, the hero of star wars, wielding the light and shadow sword of the force, cutting the speed and density of the chip, so as to define the computing power and storage capacity of the world.  
 
This town naturally breathes and breathes with asmai. ASMA's parts suppliers are all over the world. According to the analysis of some experts, more than 90% of ASML equipment parts are purchased externally, which is much higher than that of competitors Nikon and canon, which is also one of the key differences for Japanese lithography machines to turn victory into defeat.  
 
Many key components of ASML are developed by suppliers at risk, and some are even exclusive. The lens optical system of the lithography machine is exclusively provided by Zeiss in Germany. Zeiss once betrayed this small company and embraced the wrong opponent when ASML just rose. It was even defeated by Nikon's lens. Time, let the proud German bow his head and save his aura. In the field of EUV, it has more patents than ASML. ASML is also an important shareholder of Zeiss.  
 
Dark purple light source system, which has been provided by Cymer company of the United States, has been acquired by asmai in 2012. However, in the extreme violet light source, it needs to rely on external suppliers. This time it's Germany again.  
EUV's only laser source comes from Germany tongkuai's high-power carbon dioxide laser. Tongkuai spent ten years to finally build a 20000 watt gas laser and become a unique supplier of asmai lithography. This has brought huge profits to tongkuai. According to the financial report of tongkuai in 2021, the revenue from the Netherlands is about 450 million euros, second only to the sales of the whole United States. For the carbon dioxide laser, which seems to be out of date and crushed by fiber laser, tongkuai still finds a market for its former ace laser that no one can enter.  
So what's asmai doing? Focus on system integration. This depends more on software and detection technology. It acquired Brion company in 2007 and obtained computational lithography software; In 2016, it acquired Hermes micro vision company and obtained wafer testing. Software, detection and the whole machine constitute an integrated lithography technology, which is the core strength of the lithography giant.  
This means that asmai is by no means a simple company, which is a multi technology interest intertwined body. These supply chains seem to be independent trees, but their old roots have been intertwined. It is easy to shake mountains, but difficult to shake the roots of old trees. Core outsourcing, coupled with core self-control, constitutes a new landscape: supply chain complex.  
You think this is a forest. In fact, they have common roots, hope and anxiety. This kind of ecology is not born free, it is a life and death # supply chain offensive and defensive war#
 


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