SemiVoice

seekingalpha

06/06/2025, 04:00 AM UTC

ASML新型芯片制造设备虽无法销往中国，但仍获订单DocuSign Q1: Lowered Billing Growth Is Just Renewal Timing Issue

1、ASML研发出用于先进芯片制造的新型High-NA EUV光刻机；2、因地缘政治管制，该设备无法向中国出口；3、尽管存在销售限制，ASML仍凭借AI和高性能计算需求获得全球订单。

1. ASML developed a new High-NA EUV lithography machine crucial for advanced chip production; 2. The equipment faces export restrictions to China due to geopolitical controls; 3. Despite sales limitations, ASML secured global orders driven by AI and high-performance computing demands.

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