小摩:阿斯麦拟于2028年产逾110部EUV光刻机,英特尔料成重要客户

格隆汇
2 hours ago
摩根大通分析师与阿斯麦管理层会面后表示,公司正研究在2028年生产逾110部极紫外光(EUV)光刻机,以应付AI带动的需求。阿斯麦早前已表示,2027年的EUV光刻机产能几近售罄,当年可生产至少80部,并计划在2028年把产量提高约30%。小摩引述管理层指,目前需求仍然“非常非常强劲”,大部分新订单已是2028年交付。小摩指出,阿斯麦目前扩大EUV产量的主要限制并非供应链,而是EUV光刻机的组装速度。 该行预计,英特尔在2027年将再次成为阿斯麦的重要客户;至于马斯克正在筹建的Terafab,则被列为正在发展中的新客户。至于新一代High NA EUV光刻机,该行预计客户将于2028年开始采用,但较大规模的使用料会在未来10年逐步增加。中国市场方面,该行预计阿斯麦于2027年向中国记忆体芯片制造商的销售将较强。

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10