光刻機需求或高於ASML預期：預計2027年將交付10臺High-NA EUV和56臺EUV

市場資訊

09/26

炒股就看金麒麟分析師研報，權威，專業，及時，全面，助您挖掘潛力主題機會！（來源：超能網）隨着人工智能（AI）浪潮帶動了芯片產業的發展，投資機構對ASML產品的長期需求仍保持樂觀，因為這些芯片普遍採用最新的半導體制造技術。雖然不少芯片製造商都延後引入新一代High-NA EUV，但是從整體來看，市場對光刻設備的需求仍處於上升趨勢。據Techpowerup報道，近日ASML表示，根據目前的訂單信息和...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926032853954540ef&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926032853954540ef&s=b\">市場資訊</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445239.USD","symbol_name":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926032853954540ef&s=b","article_id":"2570204931","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926032853954540ef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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EUV光刻技術的芯片製造商，不過三星和SK海力士正在迎頭趕上。特別是SK海力士，以目前的產能擴張速度需要更多的廠房，為安裝光刻機留有足夠的空間。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}