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我国从荷兰进口光刻机同比增长10倍 多家光刻机相关公司回应

China's imports of lithography machines from the Netherlands increased tenfold over the same period last year, and more lithography machine-related companies responded

Gelonghui Finance ·  Nov 20, 2023 16:33
Gelonghui, November 20 | According to Yicai, according to data, China's imports of lithography machines from the Netherlands increased by 1036% year-on-year in September, and sales in mainland China accounted for 46% of ASML's overall sales in the third quarter. The reporter called a number of relevant listed companies as investors. Juguang Technology said that it did provide customer A with a light field homogenizer and eventually use it on lithography machines. Currently, customer A's market share and demand have increased. It is worth noting that in June, Juguang Technology stated on an interactive platform that the customer code A was disclosed in the prospectus as the core supplier of ASML optical equipment. Fujing Technology said that it previously supplied a small amount of optical components to ASML through European agents. Currently, there is no new business, and there is currently no direct impact. Jingfang Technology, on the other hand, said that Dutch lithography machine manufacturer ASML is one of the main customers of its subsidiary Anteryon, accounting for 22% of total revenue.

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