过去十年，ASML凭借EUV光刻机（极紫外光刻机）的技术垄断，成为芯片制造领域的“终极守门人”。一台EUV设备包含10万个零件，集结全球顶尖技术，曾让全球芯片业望尘莫及。

In contemporary semiconductor manufacturing, electrostatic chucks (ESCs) securely hold a silicon wafer (or other substrate) ...

文/王新喜这两年，荷兰ASML遵循拜登的出口禁令不断收紧光刻机对华出口，但现在转折点出现，荷兰进一步松口，决定自行制定和实施光刻机出口管制政策，解禁对华DUV出口，但是中企对这一消息似乎并不感冒，整个芯片行业非常沉默，转折点已经出现了。荷兰要解禁对华 ...

Despite potential headwinds in DUV, ASML's EUV machines are higher-revenue and higher-margin, and should see massive demand ahead if projections for AI chip growth turn out to be accurate.

Better-than-expected bookings and a reaffirmed 2025 outlook reinforce ASML's leadership in semiconductor manufacturing.

Explore the two key catalysts for the ASML stock price this week, including its earnings and the impact of DeepSeek ...