路透阿姆斯特丹9月14日 - 摩根大通分析师周一表示，ASMLASML.AS正研究如何在2028年生产逾110台极紫外$(EUV)$光刻机，以满足人工智能驱动的强劲需求。
ASML表示，其2027年交付的EUV光刻机已几乎售罄，当年至少可生产80台，并计划在2028年将产能提高30%。摩根大通称，该公司目前面临的主要制约因素是EUV光刻机的组装速度，而非供应链。
分析师预计，英特尔INTC.O将在2027年再次成为ASML的重要客户，包括马斯克旗下Terafab在内的新客户也正在逐步形成。ASML预计，2027年对中国内存芯片制造商的销售将增强。下一代高数值孔径(High NA)光刻机将从2028年开始采用，未来十年间的增长将更加显著。
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