The news of delivering 5 immersion ArFi units this year, although I am not clear, is reasonable. I don't think there is anything to be surprised about. My previous articles also predicted that action should be taken this year.

English summary

2. Delivering 5 units this year, how many next year, does not mean this is equipment that can be launched in-line, as there is precedent. But based on timing, the first-generation immersion units being officially delivered this year is also normal. 3. The domestic first-generation immersion type inevitably cannot match the 1980i, and several more generations of improvement are needed. 4. If it cannot match the 1980i, and currently ASML's 1980i can be purchased by most domestic fabs, then domestic equipment haven't surpassed the purchasable 1980i, which is of little significance to domestic fabs, with no process advancement effect. 5. Currently, the domestic 1980i is purchasable and has been stocked in large quantities. The higher-level 2050i and 2100i are also available. So what is urgent now is not the stocked lithography machines. It is the U.S. equipment that truly cannot be bought. It is because U.S. equipment cannot be purchased that 7nm or more advanced memory processes cannot be expanded, not lithography machine restrictions. The above is the real situation and logic of the industry. But when it comes to the investment or media circle, it is completely different.…