智通财经APP获悉，阿斯麦(ASML.US)首席财务官Roger Dassen在周三的财报电话会议上表示，如果美国政府解除对部分人工智能(AI)处理器的出口限制，“将对芯片需求产生积极影响”。
据了解，本周，英伟达(NVDA.US)表示已获得美国政府保证，允许其向中国出口部分此前被禁的芯片产品。其主要竞争对手AMD(AMD.US)随后也发布了类似公告。
这些出口许可证的获批有望为相关企业带来数十亿美元的年度营收，并标志着美国政府在政策立场上的重大转变——此前特朗普政府曾坚称该议题不容商议。
作为全球最先进芯片制造设备的生产商，阿斯麦将从客户对中国出口增长带来的需求提升中获益。
然而，贸易争端和全球紧张局势正持续影响这家荷兰企业的销售业绩。周三，阿斯麦下调了此前对明年业绩增长的预期，Dassen特别强调了关税政策带来的风险压力。
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