ASML CEO称芯片短缺将持续数年
asml首席执行官christophe fouquet表示，ai繁荣将导致芯片市场在未来两到五年内持续受限。尽管台积电有怨言，fouquet仍为价值3.5亿美元以上的高na euv机器辩护，称其可降低20-30%的晶圆成本。fouquet淡化了来自substrate等初创公司及中国逆向工程项目的竞争。
ASML CEO Christophe Fouquet addressed the semiconductor supply chain, stating that demand from hyperscalers ensures the market will remain supply-limited for at least two to five years. He noted that customers will not get enough chips in the near term despite increased capacity. Regarding pricing, Fouquet countered TSMC's concerns about the cost of new High-NA EUV machines, arguing the $350 million+ systems lower advanced wafer production costs by 20-30% compared to previous generations.