据国外报道，荷兰光刻机制造商ASML已经确认将向客户交付最新款的EUV光刻机EXE:5200。这款新机型相比上一代产品来说更为强大，因此不会向中国厂商 ...

IT之家 2 月 1 日消息，ASML 总裁兼首席执行官 Christophe Fouquet 在上月末的公司 2024 年第四季度财报电话会议上表示，该企业的首台第二代 0.55 (High) NA EUV 光刻机 TWINSCAN ...

2 月 1 日消息，ASML 总裁兼首席执行官 Christophe Fouquet 在上月末的公司 2024 年第四季度财报电话会议上表示，该企业的首台第二代 0.55 (High) NA EUV 光刻 ...

As such, demand for ASML's extreme ultraviolet (EUV) lithography machines is a leading indicator of demand for AI chips. ASML delivered both strong backward-looking and forward-looking results.

As highlighted in my previous articles, advanced GPU chips require more HBMs to support storage and computing, which is more likely to generate more demands for ASML’s high-end EUV products.

ASML invented the technology required to make the world’s most advanced artificial intelligence chips and is the only manufacturer of the complex machines that use its EUV lithography technology.

There is interest in ASML's EUV machine bookings, commentary on the recent DeepSeek developments and export controls. Get Pro-Level Earnings Insights Before the Market Moves ASML Holding N.V ...

That reflects TSMC's expansion in Arizona and Intel's purchase of the first two of ASML's new "High NA" EUV tools, which cost around $400m each. ASML has forecast China sales will recede to 20% of ...