[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio38da595f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio38da595f","价格太贵用不起！最大客户台积电放弃阿斯麦(ASML)最新光刻设备至2029年","\u002Fdoc\u002Fdcio38da595f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，台积电(TSM)表示，为节省成本，将推迟到2029年之后才会将荷兰阿斯麦公司(ASML)最先进的芯片光刻设备用于量产，这可能会对这家昂贵设备的制造商构成打击。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">首席运营官兼高级副总经理Kevin Zhang表示，公司目前没有计划采用阿斯麦最新的高数值孔径极紫外光刻机(high-NA EUV)，这类设备单价高达3.5亿欧元(约合4.1亿美元)。Kevin Zhang同时宣布，台积电最先进的A13芯片将于2029年投入生产。根据彭博供应链数据，台积电是阿斯麦最大的客户。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“我们仍能从现有的EUV设备中持续获益，”Kevin Zhang表示，并补充称下一代高数值孔径EUV设备“非常、非常昂贵”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">台积电的这一决定对阿斯麦而言可能不是好兆头。投资者正密切关注高数值孔径EUV设备的采用情况，而阿斯麦预计该设备将在2027年至2028年进入大规模生产阶段，公司2030年的营收目标为600亿欧元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">阿斯麦在美股盘中一度下跌5.5%。截至本周二，该股今年在纽约市场已累计上涨36%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">台积电的技术选择对整个半导体行业影响深远。该公司是设备采购的最大买家，拥有新建工厂和购置设备的最大预算，同时也是制造工艺的领导者，其工艺常常被竞争对手效仿。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">阿斯麦的高数值孔径EUV设备是对光学系统的升级，旨在帮助芯片制造商进一步缩小晶体管尺寸，为人工智能应用生产更先进的半导体。台积电已采购了极少量的该设备，但仅用于研究而非大规模生产。Kevin Zhang表示，公司正在探索不依赖高数值孔径EUV设备即可提升芯片性能的方法。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">现代芯片制造的成本正变得日益高昂，这家全球顶尖的半导体制造商在支出上必须保持审慎，以维持盈利能力。目前，一座先进芯片工厂的建设成本约为200亿至300亿美元，而用于制造最先进AI芯片所需的阿斯麦入门级EUV光刻机，单台价格也已超过2亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">面对高昂支出及持续的海外扩张，台积电计划在2026年实现创纪录的资本支出，可能接近560亿美元。与此同时，公司今年早些时候已将长期毛利率目标上调至56%及以上，押注其巨额投入最终能为投资者带来满意的回报。台积电是英伟达、AMD和博通等公司的主要AI芯片制造商。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Kevin Zhang还表示，台积电在美国的首个先进芯片制造基地进展顺利，位于亚利桑那州的第一座晶圆厂生产的芯片良率已与台湾地区的工厂相当。他透露，该州的第二座工厂将于明年投入生产。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]