08/17/2024, 06:40 PM UTC
大陆半导体企业囤货光刻机，AMSL营运计划被打乱ASML's Business Plan Disrupted by Chinese Semiconductor Companies Stockpiling Lithography Machines
➀ 中国大陆连续四个季度成为ASML的最大客户地区，占比保持在40%以上。 ➁ ASML 2024年第二季度财务业绩显示销售额和净利润略有下降。 ➂ 中国半导体企业因担心贸易限制而囤积先进光刻机，打乱了ASML的生产计划。 ➃ 中国成熟制程产能的扩张被视为既缓解行业低迷又可能过度消耗先进制程研究资源。 ➄ 全球半导体市场对中国产能过剩和未来研发投资的影响表示担忧。➀ Chinese mainland has consistently been ASML's largest customer region, accounting for over 40% of its revenue. ➁ ASML's second-quarter 2024 financial results showed a slight decline in sales and profit. ➂ Chinese semiconductor companies are stockpiling advanced lithography machines due to potential trade restrictions, disrupting ASML's production plans. ➃ The expansion of mature process capacity in China is seen as both mitigating industry downturn and potentially overconsuming resources for advanced process research. ➄ Global semiconductor market concerns about overcapacity and the impact on future R&D investment.
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