1. Reason 1: ASML in the Netherlands is not a company started from scratch, but an independent company from the famous electronics manufacturer Philips. There must be relevant personnel and financial support behind it.
2. Reason 2: More than 90 parts of ASML's photolithography machines are purchased from outside. This is completely different from its original opponents, Nikon and Canon. It is precisely because of this policy that they can obtain the world's most advanced technology in different parts of the entire equipment at the same time, and they themselves can also be free to make a fuss about component integration and customer needs.
Thus, we can gain a competitive advantage in the ever-changing chip manufacturing industry. The Matthew Effect in this high-tech industry is particularly obvious. Once there is a small gap, it will quickly widen.
3. Reason 3: "Mastery of core technologies", the most advanced EUV lithography technology, ASML has the second largest number of patent applications in the world, indicating that even if they extensively outsource parts, they still have a strong focus on core technologies. Technology has a relentless pursuit.
Extended information:
ASML also has its own unique cooperation model. ASML has a very peculiar rule, that is, only by investing in ASML can you get priority supply rights, which means Guo requires his own customers to invest in themselves first.
Such a unique cooperation model has enabled ASML to obtain a large amount of funds, including Intel, Samsung, TSMC, and Hynix, which all have considerable shares in ASML. It can be said that most of the semiconductor industry belongs to ASML. Partners have formed a huge community of interests. Even if there are mistakes in technology research and development, they will not be greatly affected.
It will not threaten ASML’s market share, and it will not only receive financial support from partners, but also technical support. For example, ASML has the world's second largest number of patent applications in EUV lithography technology. The world's first is Germany's Zeiss, and the third is South Korea's Hynix, both of which are ASML's partners.