阿斯麥瞄準110台以上EUV設備產量,因JPM強調AI需求「強勁」

美股艾大叔

ASML Holding N.V. (NASDAQ:ASML) is exploring ways to produce more than 110 extreme-ultraviolet (EUV) chip-printing machines in 2028 as artificial-intelligence demand remains "very very strong," JPMorgan says.

艾斯摩爾公司(納斯達克股票代碼:ASML)正在探索在2028年生產超過110台極紫外(EUV)晶片光刻機的途徑,因為摩根大通表示,人工智慧需求依然「非常非常強勁」。

ASML's Amsterdam-listed shares fell 5.2% Monday as chip stocks sold off after Anthropic CEO Dario Amodei urged the industry to slow frontier AI capability gains. Sam Altman and Elon Musk also backed the proposal.

ASML在阿姆斯特丹上市的股票周一下跌5.2%,此前晶片股普遍下挫,原因是Anthropic首席執行長達裡奧·阿莫代伊呼籲業界放慢前沿人工智慧能力的提升步伐。薩姆·阿爾特曼和埃隆·馬斯克也支援這一提議。

Customers Are Already Booking 2028 Machines

客戶已開始預訂2028年款機型

JPMorgan analysts met ASML CFO Roger Dassen, according to Reuters, and said most new EUV orders are now for machines scheduled for delivery in 2028.

據路透社報導,摩根大通的分析師會見了艾斯摩爾首席財務官羅傑·達森,並表示,目前大多數新的極紫外光刻機訂單都指向計劃於2028年交付的設備。(Benzinga)