ASML, China’s EUV Threat?

### China Succeeds in Developing 13.5nm EUV Lithography Technology: Breaking ASML’s Monopoly


1. Key Summary

  • China has succeeded in challenging the monopolistic position of the Dutch company ASML.
  • The Harbin Institute of Technology research team's successful development of '13.5nm extreme ultraviolet (EUV) light source technology' marks a major step towards the localization of lithography equipment, a core component in semiconductor production.

2. What is Lithography Equipment?

  • Definition: Lithography equipment is a machine that uses an extreme ultraviolet (EUV) light source to etch circuit patterns onto semiconductor wafers.
  • Necessity: It is essential for manufacturing ultra-fine semiconductors below 10 nanometers.
  • Current Situation: The Dutch company ASML has a monopoly on this technology, preventing China from importing it due to U.S. export restrictions.

3. China's Technological Leap

3.1. Introduction of LDP Technology
  • Technological Innovation:
    • The Harbin Institute of Technology adopted the Laser-induced Discharge Plasma (LDP) method.
    • This method is superior in efficiency compared to ASML's existing Laser Produced Plasma (LPP) method.
  • Advantages:
    • Directly converts electrical energy into plasma to generate extreme ultraviolet light.
    • High energy conversion efficiency and low power consumption.
    • Cost-effective and has relatively lower technical complexity.
    • Reduces external dependence (can operate with Chinese-made chips).
3.2. Achievement
  • Awarded the 1st prize at the 2024 Heilongjiang Provincial Science and Technology Innovation Conference.

4. ASML vs. China's Harbin Institute of Technology

Category Netherlands ASML China Harbin Institute of Technology
Technology Used LPP Method LDP Method
Required Resources High-performance lasers and FPGA chips (dependent on imports) Direct use of electrical energy (domestic technology)
Efficiency Relatively low High energy conversion rate
Power Consumption High Low
Cost High Cost Low Cost

5. Future Challenges

  • Despite the technological advancements of Professor Zhao's team, two major challenges remain:
    • Parameter Optimization: Needs to improve technology efficiency and stability.
    • Discharge Time Issue: Needs to maintain stable output over long periods.
    • Some experts still point out the output limitations of LDP technology.

6. Implications and Ripple Effects

6.1. New Opportunities for China's Semiconductor Industry
  • Potential to alleviate China's technology dependency due to U.S. restrictions on semiconductor equipment exports.
  • Securing the basic technology for the development of domestic lithography equipment strengthens self-reliance.
6.2. Changes in the Global Semiconductor Competition Landscape
  • Signals a potential shift away from the ASML-centered monopoly system.
  • If successful in localizing EUV technology, China could make a new leap in the global semiconductor market.

7. Summary

  • China's successful development of 13.5nm EUV lithography technology is not only a short-term technological leap but also carries significant economic and political implications in the long run.
  • If the technology is perfected and moves into the production phase, it will be a critical turning point in strengthening China's semiconductor industry's independence and competitiveness in the global market.

Keywords: China, Semiconductor, Lithography Equipment, EUV, ASML Monopoly, Localization, LDP Technology, Harbin Institute of Technology, Professor Zhao Yongpeng, Technological Innovation.

*Source URL:
https://www.choicenews.co.kr/news/articleView.html?idxno=141642


### China Succeeds in Developing 13.5nm EUV Lithography Technology: Breaking ASML’s Monopoly 1. Key Summary China has succeeded in challenging the monopolistic position of the Dutch company ASML. The Harbin Institute of Technology research team's successful development of '13.5nm extreme ultraviolet (EUV) light source technology' marks a major step towards the localization of lithography equipment,…

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