ASML CEO稱晶片短缺將持續數年
asml首席執行官christophe fouquet表示，ai繁榮將導致晶片市場在未來兩到五年內持續受限。儘管台積電有怨言，fouquet仍為價值3.5億美元以上的高na euv機器辯護，稱其可降低20-30%的晶圓成本。fouquet淡化了來自substrate等初創公司及中國逆向工程專案的競爭。
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.