IT之家 12 月 15 日消息，ASML 首席执行官 Christophe Fouquet（克里斯托夫・富凯 / 傅恪礼）在公司总部接受彭博社专访时称，他预计 High NA EUV 光刻 机将于 2027~2028 年正式投入先进制程的大规模量产作业中。 Fouquet 表示，High NA EUV 光刻机目前正由英特尔等客户测试，结果显示新设备的成像和分辨率表现良好，该企业 2026 年的任务之一是与客户合作将设 备的停机时间最小化。 Fouquet 还提到，ASML 对未来 10~15 年的大致技术路线已有一定的概念。该企业已启动下一代 Hyper NA EUV 的研究，为本世纪 30 年代的投运打下基 础。 目前在导入新一代图案化技术上最积极的是英特尔代工，其支持 High NA EUV 的 Intel 14A 节点将在 2027 年正式推出。 ...

ASML is the company that's at the very center of your phone, your laptop and the AI revolution, and yet most people have never heard of it. ASM Lithography. A 5050 joint venture of Philips and ASM International ASML began life in 1984 in a leaky shed in Eindhoven in the Netherlands.Four decades later, it's the only company on earth capable of making the machines that print the tiniest circuits on the most advanced chips. Asml's early ascent was turbocharged by the likes of Intel, Texas Instruments and AMD. ...

Well, I think today the US are far ahead of China when it comes to AI. I mean Nvidia is a good example of that. Of course everyone in China wants to buy chips from Nvidia.If you look at the ecosystem or so 80% of the most advanced chips are bought in the United States. So I think that the ecosystem in the United States is extremely strong when it comes to A. I.as a company like Google, META Microsoft - forget some of them - are going to drive, I would say the development of AI very, very strongly. Tom: Does ...

光刻技术发展路线 - 光刻技术将持续发展 其核心目标是追求更好的分辨率、精度和生产率 公司将在未来多年围绕这三个维度进行工作 [1] - 得益于极紫外光刻技术 公司已清楚未来10至15年如何服务客户 在此期间光刻技术仍将出现重大创新 以持续帮助客户优化成本和晶体管密度 [2] - 公司计划在下一个十年的中期引入更高数值孔径的工具 即Hyper NA 其数值孔径为2.75% 目前正在为此进行长期准备 [3][4] 先进封装的重要性 - 先进封装或3D封装对公司变得重要 主要原因之一是客户持续追求更高的晶体管密度 [5] - 摩尔定律要求晶体管密度每两年翻一番 但人工智能客户的需求远超于此 他们希望晶体管数量每两年增长16倍 这在过去两到四年已经发生 [6] - 仅靠光刻技术在一个平面上集成尽可能多的晶体管已不足够 因此需要发展先进封装技术 [6][7] 人工智能带来的机遇与投资 - 公司视人工智能为巨大机遇 每年投入45亿欧元进行研发 人工智能可在软件开发周期和生成大量操作程序方面提供巨大帮助 从而显著提升效率 [8][9] - 公司投资约15亿美元收购欧洲领先大语言模型公司Mistral约10%的股份 旨在利用人工智能提升产品和服务 [7][8] - 公司认为人工智能对产业的影响刚刚开始 未来多年将对行业产生积极影响 产业人工智能的价值极高且将持续发展 [11][12] 市场需求与投资周期 - 超大规模云计算公司今年的资本支出承诺达3000亿美元 明年可能达4000亿美元 这将最终转化为对芯片的实质需求 并传导为对公司设备的需求 [14][15] - 投资人工智能基础设施是必要的 否则将被淘汰 这适用于企业和政府 当前存在巨大的需求积压 [16][17] - 芯片技术快速迭代 例如英伟达的芯片将在两三年后变得更强大 这可能促使客户在2027年再次投资 从而形成不同的投资周期和“军备竞赛” [17] 行业竞争格局展望 - 人工智能领域最初只有少数赢家 但由于初始需求极高 未来将看到越来越多的公司参与芯片设计、产品制造等环节 [13] - 短期内将看到更多参与者进入市场 随后行业可能会出现整合或变化 这是此类行业的自然规律 但市场空间巨大 吸引各方参与 [19][20] - 并非所有参与者都会获胜 关键在于做出正确的决策和投资 时间将检验一切 [20]

美股市场整体表现 - 美东时间12月12日，美股三大指数集体收跌，道指跌0.51%，纳指大跌1.69%，标普500指数大跌1.07% [3] - 费城半导体指数暴跌超5%，显示芯片板块遭遇全线抛售 [3] AI相关概念股及科技股表现 - 美股大型科技股普跌，博通暴跌超11%，台积电ADR、甲骨文大跌超4%，英伟达大跌超3%，亚马逊、Meta、微软、谷歌均跌超1% [3] - 其他AI概念公司也遭遇猛烈抛售，美光科技大跌超6%，迈威尔科技大跌超5%，AMD、英特尔、应用材料均大跌超4%，阿斯麦ADR大跌超3% [3] - 闪迪暴跌近15%，CoreWeave跌10%，Oklo跌15% [3] 引发市场波动的具体事件 - 有报道称，由于劳动力和材料短缺，甲骨文将推迟与OpenAI相关的数据中心建设，从原计划的2027年推迟至2028年，加剧市场对“AI泡沫”的担忧 [2][6] - 甲骨文公司发言人随后紧急否认该报道，称所有里程碑都在正轨上，与OpenAI保持完全一致 [7][8] - 博通公布的AI市场销售前景未能满足投资者高期望，并预计2026财年第一财季毛利润率将因AI产品而下降，进一步引发担忧 [8] 宏观货币政策环境 - 多位美联储官员发表“鹰派”讲话，推动美债收益率走高，促使资金从高估值的科技股流出 [2][9] - 美国堪萨斯联储主席施密德表示，美国通胀仍过高，经济呈现增长势头，希望保持货币政策适度限制性 [2][9] - 芝加哥联储主席古尔斯比和克利夫兰联储主席哈玛克也表达了倾向于限制性政策立场的观点 [9][10] - 根据CME“美联储观察”，市场预期美联储在2026年1月维持利率不变的概率为75.6% [10] - 摩根大通和瑞银预计美联储明年仅降息一次，高盛、富国银行和巴克莱预计将降息两次 [10][11]

This company virtually has a monopoly on the machines needed to produce the most advanced chips in the world. Is it worth a look?Mark Twain once said, "When everyone is looking for gold, it's a good time to be in the pick-and-shovel business." Most of the prospectors who went west looking for gold went bust, but the person who sold those prospectors mining gear in St. Louis or Denver was rolling in dough.If I asked you which company was the "pick-and-shovel" player in the tech industry, you'd probably guess ...

Investing legend Warren Buffett has made numerous blockbuster bets on stocks during his time leading Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) . One of the more recent ones included raising the conglomerate's position in a leading insurance stock in the third quarter this year. The move appears to have paid off.Buffett's Insurance Bet GainsWith less than a month left in 2025, there is a good chance that Berkshire Hathaway stock underperforms the S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYS ...

ASML CEO Christophe Fouquet says lithography stays central as chipmakers build more powerful artificial intelligence chips. • ASML Holding stock is showing weakness. Why is ASML stock retreating?Fouquet told Bloomberg on Friday that the company will focus on resolution, accuracy and productivity for years.Thanks to Extreme Ultraviolet lithography or EUV, ASML understands customer needs for roughly the next 10 to 15 years.Also Read: Key AI Chip Supplier ASML Deepens Ties With Samsung and SK hynix in South Ko ...

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Analysts Are Watching Closely.  On December 10, Bank of America named ASML a “Top Pick,” stating that the semis company is a “Top Idea” in 2026. “ASML is one of our “25 stocks for 2026″ and is on our Europe 1 list of top ideas. With the stock trading on 20.6x ’27 EV/EBITDA, we expect the stock to re-rate as 2027 marks an inflection.” On the same day, Andrew Gardiner from Citi maintained a “Buy” rating on the stock with a price target of €1,200.00. ...

ASML Holding N.V. (NASDAQ:ASML) is among the 13 Best Nanotechnology Stocks to Buy Now. Citi Analyst Is Bullish On ASML Holding N.V. (ASML) On December 10, 2025, TheFly reported that Citi analyst Andrew Gardiner lifted the price objective for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,200 from EUR 1,050. The firm maintains a Buy recommendation on the shares as part of its 2026 projections for the European semiconductor equipment group. According to Citi, demand driven by artificial intelligence will result ...