阿斯麦紧盯马斯克Terafab项目 保障先进光刻设备稳定供给

金吾财讯
Jun 18

金吾财讯 | 光刻机龙头阿斯麦(ASML)CEO克里斯托夫·富凯在巴黎Vivatech大会上表态,公司将全力保障马斯克Terafab超级晶圆厂项目的设备供给,杜绝产能短缺问题,为项目落地提供硬件支撑。富凯直言,Terafab是全球大型先进晶圆厂的标杆项目,在供给稳定的前提下,将成为阿斯麦核心增量业务机遇。此前马斯克已通过视频连线参与阿斯麦年度技术大会,双方持续深化产业合作对接。

公开资料显示,Terafab项目规划落地美国德州奥斯汀,初始投资规模550亿美元,主打2纳米及以下先进制程芯片量产,产品主要适配AI机器人、算力基础设施、太空数据中心等高端场景,核心目标是摆脱对外部晶圆代工厂的依赖,搭建自主芯片供应链。富凯此前已确认该项目具备落地可行性,同时预警全球AI算力需求爆发,将长期导致半导体设备产能紧缺,大型晶圆厂建设将持续挤占行业设备供给。

作为全球唯一可量产EUV极紫外光刻机的企业,阿斯麦垄断全球先进制程光刻设备市场,服务台积电三星英特尔等头部芯片厂商。随着Terafab项目推进,该工厂有望成为阿斯麦全新核心大客户,采购体量或超越现有合作厂商。富凯同时提及,当前全球AI基础设施需求维持高位,太空数据中心赛道潜力凸显,公司将持续跟进新兴赛道需求变化,动态调整产能与交付规划。

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