四亿美金光刻机,不如预期

半导体行业观察
Sep 30, 2025

来源:内容编译自barrons。很少有公司比阿斯麦控股 (ASML Holding) 更能从人工智能热潮中获益。这家荷兰公司几乎垄断了用于生产数据中心高性能芯片的专用光刻机市场,而这一业务正以前所未有的速度蓬勃发展。ASML 的美国存托凭证在过去一年上涨了 11%。然而,由于受到无法保证在2026年保持增长 。该公司面临一个大问题。ASML 最新的极紫外光刻 (EUV) 设备大客户数量有限,而目前...

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