ASML 警告 2027 至 2028 年芯片设备产能无法满足 AI 需求
ASML 发布 2026 年第三季度财报,净销售额 116.62 亿欧元、净利润 49.6 亿欧元,毛利率 57.5%,并称按当前计划 2027 和 2028 年的芯片制造设备供给无法完全满足客户需求。CEO Fouquet 表示客户需求在短期内上升且持续时间延长,部分客户已对 2029 甚至 2030 年下单表达兴趣;公司此前计划 2027 年将低 NA EUV 产能提升 30%,2028 年再增 30%,目前正研究进一步扩产。ASML 预计 2026 年全年净销售额 440 亿至 450 亿欧元,毛利率约 56%。
ployment of AI infrastructure. Articles authored by Theo Nash are AI-generated and reviewed by Unite.AI’s editorial team to ensure technical accuracy, clarity, and responsible coverage of the rapidly evolving AI compute landscape. Discover More NEURA Robotics Unveils Neuron AI Foundation Model for Physical AI; Danaher and NVIDIA Partner to Integrate AI Into Scientific Instruments; NVIDIA Details AI Agent Deployments for City Operations Across EMEA; Chainguard Introduces Harness for Frontier-AI V
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