SemiVoice

seekingalpha

06/07/2025, 06:30 AM UTC

ASML如何突破美国出口限制扩大在华销售Nvidia Back In Focus And AI Infrastructure Acceleration

1、ASML在美国出口管制下仍向中国出售较旧的半导体设备；2、中国客户贡献ASML近半数营收，主要采购DUV光刻系统；3、美国试图加强技术限制，但ASML凭借创纪录订单维持强劲财务表现。

1. ASML continues selling older semiconductor equipment to China despite U.S. export controls; 2. China accounts for nearly half of ASML's sales, driven by purchases of DUV systems; 3. U.S. seeks tighter restrictions, but ASML maintains strong financial performance with record backlog.

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