10/17/2024, 10:41 AM UTC
ASML展開2025 EUV議價攻防戰 緊掐台積電唯一弱點逆向調漲ASML Launches 2025 EUV Pricing Offensive and Defensive War, Tightens TSMC's Only Weakness and Reverse Increases
<p>➀ ASML的订单簿和展望已被下调，主要由于三星电子和英特尔订单的削减。</p><p>➁ 预计ASML和台积电将开始协商2025年的设备采购价格，ASML可能会反向调整价格。</p><p>➂ 双方的协商结果不仅将影响ASML的未来业绩增长，还将影响欧洲、美国和日本的设备制造商的定价。</p><p>➀ ASML's order book and outlook have been revised downwards, primarily due to cuts in orders from Samsung Electronics and Intel.</p><p>➁ ASML and TSMC are expected to begin negotiating the 2025 equipment procurement prices, with ASML possibly adjusting prices in reverse.</p><p>➂ The negotiation results between the two companies will not only affect ASML's future performance growth but also affect the pricing of equipment manufacturers in Europe, America, and Japan.</p>
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