他说,中国在EUV上落后世界先进水平10-15年; 他说,美国芯片法案人为提高了半导体成本。 以下是对话全文,略作删减。 Nicolai Tangen: ASML是许多人 ...
Using a 13.5 nm wavelength light to pattern extremely fine features on semiconductor wafers, EUV is essential for delivering nodes at 5 nm, 3 nm, and beyond. ASML, a Dutch company, is the only ...
它不仅是衡量一个国家科技水平的重要标尺,更是决定芯片产业未来走向的关键。荷兰高级微缩设备公司(ASML)作为光刻机领域的领航者,凭借其独家垄断的极紫外(EUV)光刻机技术,在全球市场上占据了绝对的优势地位,特别是在制造7nm及以下制程的高端芯片 ...
ASML’s AI-driven demand, High-NA EUV dominance, and solid execution support a 33% two-year price CAGR, despite near-term China risks, making it a compelling buy even at current levels.
ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection ...
2023年9月,许多人为“光刻厂”的构想喜大普奔。据说中国可以另辟蹊径,不是用一台台的光刻机,而是用加速器做一个巨大的光源,可以供28 nm、14 nm、7 nm、5 ...
While both companies are exceptionally well-positioned in the AI revolution, ASML emerges as the more compelling investment at current valuations. Its monopolistic position in EUV technology makes ...
ASML is the undisputed leader in lithography equipment, holding a near-monopoly on the crucial extreme ultraviolet (EUV) technology required for manufacturing the most advanced chips.
ASML’s current share buyback program was announced on 10 November 2022, and details are available on our website at https://www.asml.com/en/news/share-buybacks This ...
Below is Validea's guru fundamental report for ASML HOLDING NV (ADR) (ASML). Of the 22 guru strategies we follow, ASML rates highest using our P/B Growth Investor model based on the published ...
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