03/21/2025, 05:40 PM UTC
ASML：站在爆炸边缘ASML: On The Verge Of Exploding
1、ASML凭借其独特位置，将从推理AI模型的激增需求中受益；2、AI效率的提升创造了更大的整体需求；3、ASML在先进光刻机领域拥有战略垄断地位，这对于制造尖端AI芯片至关重要。1. ASML is uniquely positioned to benefit from the surging demand driven by reasoning AI models; 2. Efficiency improvements in AI create even greater overall demand; 3. ASML holds a strategic monopoly on advanced lithography machines crucial for manufacturing cutting-edge AI chips.---
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