走出14个月漫长下行周期，阿斯麦新的增长动力似乎正在浮现。 据追风交易台消息，摩根士丹利11月26日发布的研报显示，全球光刻机巨头阿斯麦（ASML）正迎来DRAM和先进逻辑芯片需求的双重提振，其在2026至2027财年的增长势头积极。 DRAM周期强劲，EUV光刻机需求获支撑 大摩强调，DRAM（动态随机存取存储器）市场的火热需求是显而易见的。而“阿斯麦在DRAM技术转型中持续拥有稳固的需求”，...
Source Link走出14个月漫长下行周期，阿斯麦新的增长动力似乎正在浮现。 据追风交易台消息，摩根士丹利11月26日发布的研报显示，全球光刻机巨头阿斯麦（ASML）正迎来DRAM和先进逻辑芯片需求的双重提振，其在2026至2027财年的增长势头积极。 DRAM周期强劲，EUV光刻机需求获支撑 大摩强调，DRAM（动态随机存取存储器）市场的火热需求是显而易见的。而“阿斯麦在DRAM技术转型中持续拥有稳固的需求”，...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.