According to news on October 6, the Semiconductor Industry Association (SIA) announced that global semiconductor industry sales in August 2023 totaled US$44 billion, an increase of 1.9% from the total US$43.2 billion in July 2023, but a decrease of 6.8% from the total US$47.2 billion in August 2022.
By region, monthly sales increased in the Americas (4.6%), China (2.0%) and Asia Pacific/All Other (1.2%), but declined slightly in Japan (-0.4%) and Europe (-1.1%).
Sales increased year over year in Europe (3.5%) and the Americas (0.3%), but declined in Japan (-2.9%), Asia Pacific/All Other (-11.3%) and China (-12.6%).
According to data from the General Administration of Customs of China, my country's total imports of lithography machines in 2022 will be US$3.963 billion, of which imports from the Netherlands will be US$2.548 billion, accounting for 64.3%.
From January to July 2023, the import value of lithography machines from the Netherlands was US$2.586 billion, a year-on-year increase of 64.8%. The import value in July was US$626 million, a year-on-year increase of nearly 8 times, but a month-on-month decrease of 28.4%.
Industry insiders familiar with Dutch semiconductor equipment procurement said that China's imports of Dutch chip manufacturing equipment doubled in June and July this year compared to May as ASML, the world's largest lithography machine manufacturer, delivered more lithography machines to Chinese customers.
More importantly, ASML has received permission from Dutch officials to export some of its advanced tools to Chinese customers before the end of this year.
According to ASML, for the remainder of 2023, ASML will continue to ship its NXT:2000i and more advanced DUV models, which have been restricted since September 1.
Although ASML did not disclose the specific number of orders to be delivered, they also hinted that there are indeed too many orders to complete now, but they will ensure that orders are delivered to Chinese customers within the specified time.
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