2. Reason 2: More than 90% parts of ASML mask aligner are purchased from abroad, which is completely different from its original rivals Nikon and Canon. It is precisely because of this policy that they can obtain the most advanced technology in the world at the same time in different parts of the whole equipment, and they can also make a fuss about component integration and customer needs.
So as to gain a competitive advantage in the ever-changing chip manufacturing industry, and the Matthew effect of this high-tech industry is particularly obvious. Once there is a little gap, it will soon widen rapidly.
3. Reason 3: "Mastering the core technology", the most advanced EUV lithography technology, ASML has the second largest number of patent applications in the world, which shows that even if the parts are widely outsourced, they still have unremitting pursuit of the core technology.
Extended data:
ASML also has its own unique mode of cooperation. There is a peculiar rule in ASML that only by investing in ASML can we get the priority of supply, which means that our customers must invest in themselves first.
This peculiar mode of cooperation has enabled ASML to obtain a lot of funds, including Intel, Samsung, TSMC and Hynix, all of which have considerable shares in ASML. It can be said that more than half of the semiconductor industry is a partner of ASML, forming a huge interest group. Even if there is a mistake in technology research and development, it will not be greatly affected.
It will not threaten ASML's market share. It is not only financial support from partners, but also technical support. For example, ASML ranks second in the world in the number of patent applications for EUV lithography technology, while Zeiss in Germany ranks first in the world and Hynix in South Korea ranks third. Both companies are partners of ASML.