{"id":762676,"date":"2026-04-16T08:11:49","date_gmt":"2026-04-16T00:11:49","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=762676"},"modified":"2026-04-16T08:11:49","modified_gmt":"2026-04-16T00:11:49","slug":"%e9%98%bf%e6%96%af%e9%ba%a6-asml%ef%bc%9a%e6%9c%89-ai-%e9%ab%98%e7%83%a7%e5%9c%a8%ef%bc%8c%e5%85%89%e5%88%bb%e6%9c%ba%e5%8f%aa%e6%98%af%e5%81%87%e6%91%94%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=762676","title":{"rendered":"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n<p>\u963f\u65af\u9ea6\uff08ASML\uff09\u4e8e\u5317\u4eac\u65f6\u95f4 2026 \u5e74 4 \u6708 15 \u65e5\u4e0b\u5348\u7684\u7f8e\u80a1\u76d8\u524d\u53d1\u5e03\u4e86 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\uff08\u622a\u6b62 2026 \u5e74 3 \u6708\uff09\uff0c\u8981\u70b9\u5982\u4e0b\uff1a<\/p>\n<p><strong>1\u3001\u6536\u5165&amp;\u6bdb\u5229\u7387\uff1aa\uff09\u963f\u65af\u9ea6\u672c\u5b63\u5ea6\u6536\u5165 87.7 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 13%\uff0c\u7b26\u5408\u5e02\u573a\u9884\u671f\uff0887 \u4ebf\u6b27\u5143\uff09<\/strong>\uff0c\u5176\u4e2d\u516c\u53f8\u672c\u5b63\u5ea6\u7684\u589e\u957f\uff0c\u4e3b\u8981\u6765\u81ea\u4e8e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%9f%a9%e5%9b%bd\" title=\"View all posts in \u97e9\u56fd\" target=\"_blank\" class=\"tag_link\">\u97e9\u56fd<\/a>\u5ba2\u6237\u5bf9 EUV \u7684\u9700\u6c42\u548c\u670d\u52a1\u6536\u5165\u7684\u589e\u957f\u3002<strong>b\uff09\u672c\u5b63\u5ea6\u6bdb\u5229\u7387 53%\uff0c\u8fbe\u5230\u516c\u53f8\u6307\u5f15\u533a\u95f4\u4e0a\u9650\uff0851-53%\uff09\uff0c<\/strong>\u4e3b\u8981\u6bdb\u5229\u7387\u76f8\u5bf9\u8f83\u9ad8\u7684\u670d\u52a1\u6536\u5165\u5360\u6bd4\u63d0\u5347\u7684\u5e26\u52a8<strong>\u3002<\/strong><\/p>\n<p><strong>2\u3001\u8d39\u7528\u7aef\u53ca\u5229\u6da6<\/strong>\uff1a\u516c\u53f8\u672c\u5b63\u5ea6\u5b9e\u73b0\u51c0\u5229\u6da6\u4e3a 27.6 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 17%\uff0c\u5176\u4e2d\u51c0\u5229\u7387\u4e3a 31%\u3002\u516c\u53f8\u672c\u5b63\u5ea6\u7684\u7ecf\u8425\u8d39\u7528\u7387\u6709\u6240\u56de\u843d\uff0c\u5e26\u52a8\u4e86\u672c\u5b63\u5ea6\u51c0\u5229\u7387\u7684\u63d0\u5347\u3002<\/p>\n<p><strong>3\u3001\u5177\u4f53\u4e1a\u52a1\u60c5\u51b5<\/strong>\uff1a<strong>\u5176\u4e2d\u5149\u523b\u7cfb\u7edf\u6536\u5165 63 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 9%<\/strong>\uff1b<strong>\u670d\u52a1\u6536\u5165 25 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 24%<\/strong>\u3002<strong>\u4e24\u9879\u4e1a\u52a1\u7684\u6bd4\u4f8b\u63a5\u8fd1\u4e8e 7:3<\/strong>\u3002\u672c\u5b63\u5ea6\u6536\u5165\u589e\u957f\u4e3b\u8981\u53d7\u670d\u52a1\u6027\u4e1a\u52a1\u7684\u5e26\u52a8\uff0c\u516c\u53f8\u5149\u523b\u7cfb\u7edf\u6536\u5165\u589e\u901f\u8f83\u4f4e\u3002<\/p>\n<p><strong>1\uff09\u5149\u523b\u7cfb\u7edf\u6536\u5165<\/strong>\uff1a<strong>EUV \u548c ArFi \u662f\u5149\u523b\u7cfb\u7edf\u4e2d\u6700\u4e3b\u8981\u7684\u6536\u5165\u6765\u6e90<\/strong>\uff0c\u4e24\u9879\u5408\u8ba1\u5360\u6bd4\u5c06\u8fd1 89%\u3002\u5176\u4e2d EUV \u672c\u5b63\u5ea6\u6536\u5165\u7ea6\u4e3a 41 \u4ebf\u6b27\u5143\uff0c\u6d78\u6ca1\u5f0f DUV-ArFi \u7684\u6536\u5165\u7ea6\u4e3a 14 \u4ebf\u6b27\u5143\uff1b<\/p>\n<p><strong>2\uff09\u5149\u523b\u7cfb\u7edf\u51fa\u8d27\u91cf<\/strong>\uff1a\u516c\u53f8\u672c\u5b63\u5ea6 EUV \u51fa\u8d27 16 \u53f0\uff0c\u51fa\u8d27\u91cf\u73af\u589e 2 \u53f0\uff0c\u4e3b\u8981\u7531\u97e9\u56fd\u5b58\u50a8\u5ba2\u6237\u7684\u51fa\u8d27\u5e26\u52a8\u3002ArFi \u672c\u5b63\u5ea6\u51fa\u8d27 17 \u53f0\uff0c\u73af\u6bd4\u51cf\u5c11 20 \u53f0\uff0c\u4e3b\u8981\u662f\u53d7\u4e2d\u56fd\u5730\u533a\u5ba2\u6237\u91c7\u8d2d\u53d8\u52a8\u7684\u5f71\u54cd\u3002<\/p>\n<p><strong>3\uff09\u5149\u523b\u7cfb\u7edf\u5747\u4ef7\uff1aEUV \u7684\u5747\u4ef7\u660e\u663e\u9ad8\u4e8e ArFi<\/strong>\u3002<strong>\u6d77\u8c5a\u541b\u6d4b\u7b97\u516c\u53f8\u672c\u5b63\u5ea6 EUV \u5747\u4ef7\u7ef4\u6301\u5728 2.6 \u4ebf\u6b27\u5143\u5de6\u53f3\uff0cArFi \u7684\u5355\u53f0\u4ef7\u683c\u5927\u7ea6\u5728 0.85 \u4ebf\u6b27\u5143<\/strong>\uff0c\u4e24\u8005\u7684\u4ef7\u683c\u6bd4\u4f8b\u8fd8\u662f\u5728 3:1 \u5de6\u53f3\u3002<\/p>\n<p><strong>4\u3001\u963f\u65af\u9ea6 ASML 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\u5e74\u7684\uff0c\u5173\u6ce8\u516c\u53f8\u7ba1\u7406\u5c42\u5728\u7535\u8bdd\u4f1a\u7684\u8868\u8ff0\u3002<\/strong><\/p>\n<p><strong>5\u3001\u963f\u65af\u9ea6\uff08ASML\uff09<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u6307\u5f15<\/strong>\uff1a2026 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u9884\u671f\u6536\u5165 84-90 \u4ebf\u6b27\u5143\uff08\u4f4e\u4e8e\u5e02\u573a\u9884\u671f 91 \u4ebf\u6b27\u5143\uff09\u548c\u6bdb\u5229\u7387\uff08GAAP\uff09\u4e3a 51-52%\uff08\u4f4e\u4e8e\u5e02\u573a\u9884\u671f 52.5%\uff09\u3002<\/p>\n<p><strong>\u516c\u53f8\u7ba1\u7406\u5c42\u672c\u6b21\u4e0a\u8c03\u4e86 2026 \u5e74\u5168\u5e74\u6307\u5f15\uff0c\u516c\u53f8\u9884\u671f\u5168\u5e74\u6536\u5165\u6709\u671b\u8fbe\u5230 360-400 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 10%-22%\uff0c\u5168\u5e74\u6bdb\u5229\u7387\u7ef4\u6301\u5728 51-53% \u533a\u95f4\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/ec0cd5cb7e19e04ac7ba1e706af589e2_1776297652.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x637\/gravity\/center\/crop\/!1440x637&ext=.jpeg\" width=\"3251\" height=\"1440\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u6d77\u8c5a\u541b\u6574\u4f53\u89c2\u70b9\uff1a\u7ed9\u4e86\u5168\u5e74\u6307\u5f15\uff0c\u77ed\u671f\u4e1a\u7ee9\u5f71\u54cd\u4e0d\u5927\uff0c\u5173\u6ce8\u8ba2\u5355\u6570\u636e\u3002<\/strong><\/p>\n<p><strong>\u963f\u65af\u9ea6 ASML \u672c\u6b21\u8d22\u62a5\u76f8\u5f53\u4e00\u822c\uff0c<\/strong>\u867d\u7136\u6536\u5165\u548c\u6bdb\u5229\u7387\u90fd\u7b26\u5408\u4e86\u516c\u53f8\u6307\u5f15\uff0c\u4f46\u672a\u7ed9\u51fa\u660e\u663e\u8d85\u9884\u671f\u7684\u8868\u73b0\u3002\u516c\u53f8\u672c\u5b63\u5ea6\u7684\u589e\u957f\u4e3b\u8981\u6765\u81ea\u4e8e\u97e9\u56fd\u5b58\u50a8\u5382\u5546\u5bf9 EUV \u9700\u6c42\u589e\u52a0\u53ca\u670d\u52a1\u6536\u5165\u7684\u589e\u957f\u3002<\/p>\n<p><strong>\u76f8\u6bd4\u4e8e\u672c\u5b63\u5ea6\u8d22\u62a5\u6570\u636e\uff0c\u5e02\u573a\u66f4\u52a0\u5173\u6ce8\u4e8e\u8ba2\u5355\u60c5\u51b5\u548c\u672a\u6765\u7ecf\u8425\u9762\u7684\u6307\u5f15\uff1a<\/strong><\/p>\n<p><strong>\u2460\u8ba2\u5355\u60c5\u51b5\uff1a\u516c\u53f8\u672c\u5b63\u5ea6\u5e76\u672a\u5728\u8d22\u62a5\u4e2d\u62ab\u9732\u5177\u4f53\u7684\u8ba2\u5355\u60c5\u51b5\uff0c<\/strong>\u800c\u4e0a\u5b63\u5ea6\u516c\u53f8\u7684\u51c0\u8ba2\u5355\u989d\u8fbe\u5230\u4e86 130 \u4ebf\u6b27\u5143\uff0c\u5176\u4e2d\u4e3b\u8981\u6765\u81ea\u4e8e\u5b58\u50a8\u5382\u5546\u7684\u52a0\u5355\uff08\u9884\u8ba1\u5927\u90e8\u5206\u5728 2027 \u5e74\u51fa\u8d27\uff09\u3002<\/p>\n<p><strong>\u8ba2\u5355\u6570\u636e\uff0c\u5f80\u5f80\u662f\u516c\u53f8\u4e1a\u7ee9\u7684\u524d\u77bb\u6307\u6807\uff0c<\/strong>\u5173\u6ce8\u540e\u7eed\u7535\u8bdd\u4f1a\u4ea4\u6d41\u4e2d\uff0c\u516c\u53f8\u7ba1\u7406\u5c42\u662f\u5426\u62ab\u9732\u5177\u4f53\u7684\u8ba2\u5355\u60c5\u51b5\uff08\u5173\u6ce8\u6d77\u8c5a\u541b\u540e\u7eed\u7ba1\u7406\u5c42\u4ea4\u6d41\u7eaa\u8981\uff09\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/5879b7f22cbed15ff886c52fdfe02332_1776297652.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x679\/gravity\/center\/crop\/!1440x679&ext=.jpeg\" width=\"1276\" height=\"602\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u2461\u672a\u6765\u7ecf\u8425\u9762\u6307\u5f15\uff1a\u516c\u53f8\u7ba1\u7406\u5c42\u9884\u671f\u4e0b\u5b63\u5ea6\u6536\u5165\u5c06\u8fbe\u5230 84-90 \u4ebf\u6b27\u5143\uff0c<\/strong>\u4f4e\u4e8e\u5e02\u573a\u4e00\u81f4\u9884\u671f\uff0891 \u4ebf\u6b27\u5143\uff09\u3002<strong>\u7531\u4e8e\u516c\u53f8\u7ba1\u7406\u5c42\u5df2\u7ecf\u7ed9\u51fa\u4e86 2026 \u5e74\u7684\u5168\u5e74\u6307\u5f15\uff0c\u4e0b\u5b63\u5ea6\u6307\u5f15\u5e76\u4e0d\u91cd\u8981\u3002<\/strong><\/p>\n<p><strong>\u516c\u53f8\u5c06 2026 \u5e74\u5168\u5e74\u6307\u5f15\u63d0\u5347\u81f3 360-400 \u4ebf\u6b27\u5143\uff08\u6b64\u524d\u4e3a 340-390 \u4ebf\uff09\uff0c\u540c\u6bd4\u589e\u957f 10-22%\uff0c\u8868\u660e\u4e86\u516c\u53f8\u5bf9\u81ea\u8eab\u7ecf\u8425\u9762\u7684\u4fe1\u5fc3\u3002<\/strong>\u5176\u5b9e\u6b64\u524d\u4e3b\u6d41\u673a\u6784\u666e\u904d\u5c06\u516c\u53f8\u5168\u5e74\u589e\u901f\u533a\u95f4\u63d0\u5347\u81f3 10-25%\uff0c\u8fd9\u4e5f\u7b26\u5408\u5e02\u573a\u671f\u5f85\u7684\u3002<\/p>\n<p><strong>\u7ed3\u5408\u516c\u53f8\u7684\u6307\u5f15\u60c5\u51b5\u770b\uff0c\u963f\u65af\u9ea6 ASML \u7684\u589e\u957f\u4e3b\u8981\u6765\u81ea\u4e8e\u4e0b\u534a\u5e74\uff0c\u53ef\u4ee5\u9884\u8ba1\u516c\u53f8\u4e0b\u534a\u5e74\u7684\u6536\u5165\u5c06\u8fbe\u5230 180-220 \u4ebf\u6b27\u5143\uff0c\u660e\u663e\u9ad8\u4e8e\u4e0a\u534a\u5e74\uff08\u5355\u5b63\u5ea6\u4e0d\u5230 90 \u4ebf\uff09\uff0c<\/strong>\u8fd9\u4e5f\u610f\u5473\u7740\u5404\u5bb6\u6676\u5706\u5382\u8d44\u672c\u5f00\u652f\u4e5f\u5c06\u7ed3\u6784\u6027\u96c6\u4e2d\u5728\u4e0b\u534a\u5e74\u3002<\/p>\n<p><strong>2026 \u5e74 4 \u6708 2 \u65e5<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u56fd\u4f1a\u63d0\u51fa\u4e86 MATCH \u6cd5\u6848\uff0c\u6838\u5fc3\u76ee\u6807\u662f\u6b63\u5f0f\u5316\u5e76\u52a0\u901f\u7f8e\u56fd\u4e0e\u8377\u5170\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%97%a5%e6%9c%ac\" title=\"View all posts in \u65e5\u672c\" target=\"_blank\" class=\"tag_link\">\u65e5\u672c<\/a>\u7684\u5148\u8fdb\u534a\u5bfc\u4f53\u8bbe\u5907\u51fa\u53e3\u7ba1\u5236\u534f\u540c\uff0c\u5c01\u5835\u73b0\u6709\u7ba1\u63a7\u6f0f\u6d1e<\/strong>\u3002<\/p>\n<p>\u8be5\u6cd5\u6848\u4e2d\u660e\u786e\u5c06<strong>\u6d78\u6da6\u5f0f DUV \u5149\u523b\u8bbe\u5907\u53ca\u76f8\u5173\u7ef4\u4fdd\u670d\u52a1\u7eb3\u5165\u51fa\u53e3\u7ba1\u5236\u6e05\u5355\uff0c\u4e3b\u8981\u9488\u5bf9\u4e8e\u4e2d\u56fd 7nm \u4ee5\u4e0b\u5148\u8fdb\u903b\u8f91\u3001\u5b58\u50a8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u6676\u5706\u5382\u7684\u4ea7\u80fd\u6269\u5f20<\/strong>\u3002\u76ee\u524d\u6cd5\u6848\u5904\u4e8e\u63d0\u51fa\u9636\u6bb5\uff0c\uff0c\u8fd8\u672a\u6210\u4e3a\u6b63\u5f0f\u6cd5\u5f8b\uff0c<strong>\u4f46\u8fd9\u53ef\u80fd\u4f1a\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u4fc3\u4f7f\u4e2d\u56fd\u5ba2\u6237\u5bf9 DUV \u7684\u91c7\u8d2d\u8ba1\u5212\u63d0\u524d<\/strong>\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/775125acbb779caceb9f2247045a35ca_1776297652.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x421\/gravity\/center\/crop\/!1440x421&ext=.jpeg\" width=\"2140\" height=\"626\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>\u5bf9\u4e8e\u963f\u65af\u9ea6 ASML \u7684\u8d22\u62a5\u4e4b\u5916\uff0c\u5e02\u573a\u5173\u6ce8\u4e8e\u4ee5\u4e0b\u51e0\u65b9\u9762\uff1a<\/p>\n<p><strong>a\uff09\u4e0b\u6e38\u8d44\u672c\u5f00\u652f\uff1a\u524d\u77bb\u6027\u6307\u6807<\/strong><\/p>\n<p>\u53f0\u79ef\u7535\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b1%e7%89%b9%e5%b0%94\" title=\"View all posts in \u82f1\u7279\u5c14\" target=\"_blank\" class=\"tag_link\">\u82f1\u7279\u5c14<\/a>\u3001\u4e09\u661f\u7b49\u6676\u5706\u5236\u9020\u5382\u662f\u516c\u53f8\u7684\u4e3b\u8981\u5ba2\u6237\uff0c\u4e0b\u6e38\u6676\u5706\u5382\u7684\u8d44\u672c\u5f00\u652f\u5c55\u671b\uff0c\u662f\u963f\u65af\u9ea6 ASML \u4e1a\u7ee9\u7684\u524d\u77bb\u6027\u6307\u6807\u3002<\/p>\n<p>\u7efc\u5408\u6838\u5fc3\u5382\u5546\u8d44\u672c\u5f00\u652f\u7684\u5c55\u671b\uff0c<strong>\u6d77\u8c5a\u541b\u9884\u4f30 2026 \u5e74\u903b\u8f91\u7c7b\u5382\u5546\u7684\u8d44\u672c\u5f00\u652f\u589e\u901f\u6709\u671b\u8fbe\u5230 20% \u5de6\u53f3\uff1b\u800c\u5b58\u50a8\u7c7b\u5382\u5546\u7684\u8d44\u672c\u5f00\u652f\u589e\u901f\u5c06\u63a5\u8fd1\u4e8e 60%<\/strong>\u3002\u4e0b\u6e38\u8d44\u672c\u5f00\u652f\u7684\u589e\u957f\uff0c\u6765\u81ea\u4e8e\u53f0\u79ef\u7535\u548c\u5b58\u50a8\u5382\u5546\u7684\u52a0\u5927<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\uff0c\u90fd\u662f\u672c\u8f6e AI Capex \u7684\u4e3b\u8981\u53d7\u76ca\u8005\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/1bf76891f36a22866186fa4dfecc719c_1776297652.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x726\/gravity\/center\/crop\/!1440x726&ext=.jpeg\" width=\"2004\" height=\"1011\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>b\uff09High-NA EUV \u8fdb\u5c55\uff1a\u4e0b\u4e00\u4ee3\u5236\u7a0b\u7684\u6838\u5fc3\u8bbe\u5907<\/strong><\/p>\n<p><strong>\u5f53\u5148\u8fdb\u5236\u7a0b\u5f00\u59cb\u8fdb\u5165 2nm \u4ee5\u4e0b\u7684\u9636\u6bb5\uff0cHigh-NA EUV \u5c06\u9010\u6e10\u6210\u4e3a\u4e0b\u4e00\u9636\u6bb5\u7684\u6838\u5fc3\u8bbe\u5907\u3002<\/strong>\u53f0\u79ef\u7535\u3001\u82f1\u7279\u5c14\u90fd\u5df2\u7ecf\u91c7\u8d2d\u4e86\u516c\u53f8\u6700\u9ad8\u7aef\u7684 High-NA EUV\uff0c\u4ee5\u6b64\u6765\u8fdb\u884c\u4e0b\u4e00\u4ee3\u5236\u7a0b\u7684\u7814\u53d1\u548c\u751f\u4ea7\u3002<\/p>\n<p>\u7ed3\u5408\u5404\u516c\u53f8\u7684\u60c5\u51b5\u6765\u770b\uff0c\u6d77\u8c5a\u541b\u8ba4\u4e3a\u53f0\u79ef\u7535\u521d\u671f\u7684 2nm \u548c\u82f1\u7279\u5c14\u7684 18A \u90fd\u4ecd\u5c06\u91c7\u7528\u539f\u6709\u7684 Low-NA EUV \u8fdb\u884c\u751f\u4ea7\uff0c\u6765\u4fdd\u8bc1\u8f83\u597d\u7684\u826f\u7387\u8868\u73b0\u3002<strong>\u91c7\u8d2d\u7684 High-NA EUV \u8bbe\u5907\uff0c\u4e3b\u8981\u662f\u7528\u4e8e\u53f0\u79ef\u7535\u4e0b\u4e00\u4ee3 2nm \u548c\u82f1\u7279\u5c14 14A \u7684\u7814\u53d1\u548c\u8bd5\u4ea7\uff0c\u963f\u65af\u9ea6 ASML \u7684 High-NA EUV \u8bbe\u5907\u51fa\u8d27\u9ad8\u5cf0\u5c06\u5728 2027 \u5e74\u53ca\u4e4b\u540e\uff0c\u53d7\u6838\u5fc3\u5ba2\u6237\u7684\u4e0b\u4e00\u4ee3\u5236\u7a0b\u91cf\u4ea7\u8fdb\u5c55\u7684\u5f71\u54cd\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/8f5516d3a7767ee961917196e5b4a1fd_1776297653.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x460\/gravity\/center\/crop\/!1440x460&ext=.jpeg\" width=\"997\" height=\"319\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>\u963f\u65af\u9ea6 ASML \u5f53\u524d\u5e02\u503c\uff085980 \u4ebf\u7f8e\u5143\uff09\uff0c\u5bf9\u5e94 2026 \u5e74\u7a0e\u540e\u6838\u5fc3\u5229\u6da6\u7ea6\u4e3a 40 \u500d PE \u5de6\u53f3\uff08\u5047\u5b9a\u8425\u6536\u540c\u6bd4 +20%\uff0c\u6bdb\u5229\u7387 52.6%\uff0c\u7a0e\u7387 17.2%\uff0c\u6b27\u5143\/\u7f8e\u5143=1.2\uff09\u3002<\/p>\n<p>\u963f\u65af\u9ea6 ASML \u672c\u6b21\u660e\u786e\u7ed9\u51fa\u4e86 360-400 \u4ebf\u6b27\u5143\u7684\u5168\u5e74\u6307\u5f15\uff0c\u5168\u5e74\u589e\u957f\u5927\u7ea6\u5728 10-22%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u53f0\u79ef\u7535\u548c\u5b58\u50a8\u5382\u5546\u8d44\u672c\u5f00\u652f\u7684\u589e\u52a0\u3002\u5373\u4f7f\u5728 2026 \u5e74\u7684\u9ad8\u589e\u4e4b\u540e\uff0c\u968f\u7740\u9762\u5411 2nm \u4ee5\u4e0b\u8282\u70b9\u7684 High-NA EUV\uff082 \u4ebf\u6b27\u5143\/\u53f0-&gt;4 \u4ebf\u6b27\u5143\/\u53f0\uff09\u4f7f\u7528\u7684\u589e\u52a0\uff0c\u4ecd\u6709\u671b\u63a8\u52a8\u516c\u53f8\u4e1a\u7ee9\u7684\u7ee7\u7eed\u589e\u957f\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/6d9be529d90486a73b6baa83918b4c78_1776297653.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x706\/gravity\/center\/crop\/!1440x706&ext=.jpeg\" width=\"2186\" height=\"1072\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>\u5728\u73b0\u9636\u6bb5\uff0c\u53f0\u79ef\u7535\u548c\u963f\u65af\u9ea6 ASML \u5728 AI \u4ea7\u4e1a\u94fe\u4e2d\u90fd\u5177\u6709\u76f8\u5bf9\u786e\u5b9a\u6027\u3002<strong>\u76f8\u6bd4\u4e8e\u53f0\u79ef\u7535\u7684 PE\uff0825 \u500d\u5de6\u53f3\uff09\uff0cASML \u7684\u4f30\u503c\u6c34\u4f4d\u660e\u663e\u66f4\u9ad8\uff0c\u4e3b\u8981\u8fd8\u662f\u963f\u65af\u9ea6 ASML \u7684\u5784\u65ad\u5c5e\u6027\u66f4\u5f3a\uff0c\u516c\u53f8\u5f53\u524d\u662f\u5168\u7403\u552f\u4e00 EUV \u8bbe\u5907\u63d0\u4f9b\u5546<\/strong>\u3002<\/p>\n<p>\u81f3\u4e8e\u672c\u6b21\u8d22\u62a5\u4e2d\u5e76\u672a\u66f4\u65b0\u516c\u53f8\u7684\u8ba2\u5355\u60c5\u51b5\uff0c\u7ed3\u5408\u516c\u53f8\u4e0a\u5b63\u5ea6\u672b\u7684\u5269\u4f59\u8ba2\u5355\u8fbe\u5230 388 \u4ebf\u6b27\u5143\uff0c\u4e3a\u516c\u53f8\u540e\u7eed\u7684\u589e\u957f\u5960\u5b9a\u4e86\u57fa\u7840\u3002<strong>\u53e6\u4e00\u65b9\u9762\uff0c\u4e5f\u53ef\u4ee5\u5173\u6ce8\u516c\u53f8\u7ba1\u7406\u5c42\u662f\u5426\u4f1a\u5728\u540e\u7eed\u4ea4\u6d41\u4e2d\u66f4\u65b0\u8ba2\u5355\u60c5\u51b5\uff08\u5173\u6ce8\u6d77\u8c5a\u541b\u540e\u7eed\u7eaa\u8981\u5185\u5bb9\uff09\u3002<\/strong><\/p>\n<p><strong>\u516c\u53f8\u672c\u6b21\u8d22\u62a5\u7ed9\u51fa\u7684\u6570\u636e\u6574\u4f53\u662f\u7b26\u5408\u671f\u5f85\u7684\uff0c\u662f\u516c\u53f8\u9996\u6b21\u6ca1\u6709\u5728\u8d22\u62a5\u4e2d\u76f4\u63a5\u62ab\u9732\u5b63\u5ea6\u8ba2\u5355\u60c5\u51b5\u3002\u5982\u679c\u516c\u53f8\u5728\u540e\u7eed\u4ea4\u6d41\u4e2d\u4e5f\u6ca1\u7ed9\u51fa\u660e\u786e\u4fe1\u606f\uff0c\u8fd9\u5c31\u6210\u4e86\u4e00\u4e2a &ldquo;\u4e0d\u592a\u597d&rdquo; \u4fe1\u53f7\uff0c\u5bf9\u77ed\u671f\u60c5\u7eea\u9762\u5e26\u6765\u5f71\u54cd\u3002<\/strong><\/p>\n<p>\u4ece\u516c\u53f8\u6307\u5f15\u6765\u770b\uff0c\u867d\u7136\u4e00\u5b63\u5ea6\u548c\u4e8c\u5b63\u5ea6\u7684\u8868\u73b0\u76f8\u5bf9\u5e73\u6de1\uff0c\u4f46\u4e0b\u534a\u5e74\u6709\u671b\u8fce\u6765\u660e\u663e\u589e\u957f\u3002\u963f\u65af\u9ea6 ASML \u5f53\u524d\u53d7\u76ca\u4e8e AI Capex \u5e26\u52a8\u7684\u8d44\u672c\u5f00\u652f\u4e0a\u884c\u5468\u671f\uff0c\u800c\u5728 2027 \u5e74\u53ca\u4e4b\u540e\u8fd8\u6709 &ldquo;High-NA&rdquo; \u4ea7\u54c1\u5468\u671f\u7684\u63a5\u68d2\u3002<\/p>\n<p>\u5728\u4e24\u5468\u671f\u53e0\u52a0\u7684\u5f71\u54cd\u4e0b\uff0c\u672c\u8f6e\u963f\u65af\u9ea6 ASML \u4f9d\u7136\u5177\u5907 &ldquo;\u76f8\u5bf9\u7684\u786e\u5b9a\u6027&rdquo;\u3002\u4ece\u4e0b\u534a\u5e74\u5f00\u59cb\uff0c\u963f\u65af\u9ea6 ASML \u7684\u4e1a\u7ee9\u5c06\u5b9e\u73b0\u660e\u786e\u7684\u63d0\u5347\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u6d77\u8c5a\u541b\u5bf9\u963f\u65af\u9ea6 ASML \u7684\u5177\u4f53\u5206\u6790\uff1a<\/p>\n<h3><strong>\u4e00\u3001\u6838\u5fc3\u6570\u636e\uff1a\u5c0f\u5e45\u63d0\u9ad8\u5168\u5e74\u6307\u5f15\uff0c\u8ba2\u5355\u91d1\u989d\u672a\u62ab\u9732<\/strong><\/h3>\n<p><strong>1.1 \u51c0\u8ba2\u5355\u91d1\u989d\uff1a<\/strong>\u4f5c\u4e3a\u8d44\u672c\u5f00\u652f\u8bbe\u5907\u80a1\uff0c\u7531\u4e8e\u8bbe\u5907\u7684\u751f\u4ea7\u5468\u671f\u8f83\u957f\u9700\u8981\u63d0\u524d\u4e0b\u8ba2\u5355\uff0c\u8ba2\u5355\u5230\u624b\uff0c\u9000\u8d27\u673a\u4f1a\u5f88\u5c0f\u3002<\/p>\n<p><strong>\u963f\u65af\u9ea6\u7684\u8ba2\u5355\u591a\u6570\u65f6\u95f4\u5bf9\u80a1\u4ef7\u7684 &ldquo;\u63a7\u5236\u529b&rdquo; \u8fdc\u5f3a\u4e8e\u6536\u5165\u3002<\/strong>\u5728\u5b58\u50a8\u548c\u903b\u8f91\u5382\u90fd\u7eb7\u7eb7\u4e0a\u8c03\u8d44\u672c\u5f00\u652f\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u4e0d\u4f1a\u5f62\u6210\u7acb\u5373\u7684\u62c9\u8d27\uff0c\u4f46\u4f1a\u76f4\u63a5\u53cd\u6620\u5728\u8ba2\u5355\u4e4b\u4e0a\u3002<\/p>\n<p><strong>\u7136\u800c\u516c\u53f8\u5728\u672c\u6b21\u8d22\u62a5\u4e2d\u5e76\u672a\u76f4\u63a5\u62ab\u9732\u8ba2\u5355\u60c5\u51b5\uff0c\u4ece\u6b64\u524d\u7684\u8ba2\u5355\u673a\u6784\u770b\uff0c\u5b58\u50a8\u7c7b\u5ba2\u6237\u52a0\u5355\u8d8b\u52bf\u66f4\u4e3a\u660e\u663e\uff0c\u8fd9\u4e5f\u7b26\u5408\u4e09\u5927\u5b58\u50a8\u539f\u5382\u63d0\u5347\u8d44\u672c\u5f00\u652f\u7684\u5c55\u671b\u3002\u5173\u6ce8\u665a\u4e9b\u65f6\u5019\uff0c\u516c\u53f8\u7ba1\u7406\u5c42\u4ea4\u6d41\u4e2d\u662f\u5426\u66f4\u65b0\u8ba2\u5355\u60c5\u51b5\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/e150a1f471552b7cb581ec68f1a5d3ab_1776297653.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x877\/gravity\/center\/crop\/!1440x877&ext=.jpeg\" width=\"1276\" height=\"778\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>1.2 \u6536\u5165\u7aef<\/strong>\uff1a<strong>\u963f\u65af\u9ea6\uff08ASML\uff09\u5728 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u8425\u6536 87.7 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 13%\uff0c\u7b26\u5408\u5e02\u573a\u9884\u671f\uff0887 \u4ebf\u6b27\u5143\uff09\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f\uff0c\u4e3b\u8981\u6765\u81ea\u4e8e\u97e9\u56fd\u5b58\u50a8\u7c7b\u5ba2\u6237\u5bf9 EUV \u7684\u9700\u6c42\u548c\u670d\u52a1\u4e1a\u52a1\u7684\u5e26\u52a8\u3002<\/p>\n<p><strong>\u516c\u53f8\u7ba1\u7406\u5c42\u672c\u5b63\u5ea6\u66f4\u65b0\u4e86\u6536\u5165\u5c55\u671b\uff0c\u516c\u53f8\u9884\u8ba1 2026 \u5e74\u5168\u5e74\u6536\u5165\u6709\u671b\u8fbe\u5230 360-400 \u4ebf\u6b27\u5143\uff08\u6b64\u524d\u5c55\u671b\u4e3a 340-390 \u4ebf\uff09\uff0c\u5927\u81f4\u7b26\u5408\u4e3b\u6d41\u673a\u6784\u7684\u9884\u671f\u3002<\/strong><\/p>\n<p><strong>\u7531\u4e8e\u516c\u53f8\u660e\u786e\u7ed9\u51fa\u4e86\u5168\u5e74\u6307\u5f15\uff0c\u56e0\u800c\u672c\u5b63\u5ea6\u53ca\u4e0b\u5b63\u5ea6\u6307\u5f15\u7684\u5f71\u54cd\u76f8\u5bf9\u5f31\u5316\u3002\u5c06\u4e24\u8005\u7ed3\u5408\u8d77\u6765\uff0c\u53ef\u4ee5\u770b\u5230\u516c\u53f8\u7684\u589e\u957f\u5c06\u96c6\u4e2d\u5728\u4e0b\u534a\u5e74\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/dd4f8bb9e49939b13acb0f3489d3cdde_1776297653.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x747\/gravity\/center\/crop\/!1440x747&ext=.jpeg\" width=\"1226\" height=\"636\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>1.3 \u6bdb\u5229\u53ca\u6bdb\u5229\u7387<\/strong>\uff1a<strong>\u963f\u65af\u9ea6\uff08ASML\uff09\u5728 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u6bdb\u5229 46.5 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 11%\u3002<\/strong>\u5176\u4e2d\u6bdb\u5229\u7387\u65b9\u9762\uff0c\u516c\u53f8\u672c\u5b63\u5ea6<strong>\u6bdb\u5229\u7387 53%\uff0c\u73af\u6bd4\u63d0\u5347 0.8pct\uff0c\u8fbe\u5230\u516c\u53f8\u6307\u5f15\u533a\u95f4\u4e0a\u9650\uff0851-53%\uff09<\/strong>\uff0c<strong>\u4e3b\u8981\u662f\u53d7\u6bdb\u5229\u7387\u76f8\u5bf9\u8f83\u9ad8\u7684\u670d\u52a1\u6536\u5165\u5360\u6bd4\u63d0\u5347\u7684\u5e26\u52a8<\/strong>\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/90cfc5f4451566c82677b933a698c132_1776297653.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x665\/gravity\/center\/crop\/!1440x665&ext=.jpeg\" width=\"1224\" height=\"566\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>1.4 \u51c0\u5229\u6da6\u7aef\uff1a\u963f\u65af\u9ea6\uff08ASML\uff09\u5728 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a 27.6 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 17%\uff0c\u5176\u4e2d\u516c\u53f8\u672c\u5b63\u5ea6\u51c0\u5229\u7387\u4e3a 31%\u3002<\/strong>\u5176\u4e2d\u516c\u53f8\u672c\u5b63\u5ea6\u7ecf\u8425\u8d39\u7528\u7aef\u6709\u6240\u589e\u957f\uff0c\u7ecf\u8425\u8d39\u7528\u7387\u7ef4\u6301\u5728 17% \u5de6\u53f3\u3002<\/p>\n<p><strong>\u7531\u4e8e\u516c\u53f8\u5df2\u7ecf\u660e\u786e\u7ed9\u51fa\u4e86\u5168\u5e74\u5c55\u671b\uff0c2026 \u5e74\u5168\u5e74\u6536\u5165 360-400 \u4ebf\u6b27\u5143\u53ca\u6bdb\u5229\u7387 51-53%\uff0c\u516c\u53f8\u672c\u6b21\u8d22\u62a5\u6570\u636e\u5f71\u54cd\u5e76\u4e0d\u5927<\/strong>\u3002\u516c\u53f8\u5728 2026 \u5e74\u7684\u589e\u957f\uff0c\u4e3b\u8981\u6765\u81ea\u4e8e\u53f0\u79ef\u7535\u548c\u5b58\u50a8\u5382\u5546\u8d44\u672c\u5f00\u652f\u7684\u589e\u52a0\u3002<\/p>\n<p>\u5728\u672c\u8f6e AI Capex \u5468\u671f\u4e2d\uff0c\u963f\u65af\u9ea6 ASML \u4f9d\u7136\u662f\u4ea7\u4e1a\u94fe\u4e2d\u5177\u6709 &ldquo;\u786e\u5b9a\u6027\u7684\u4e00\u73af&rdquo;\u3002<strong>\u4ece\u516c\u53f8\u4e0a\u5b63\u5ea6\u672b 388 \u4ebf\u6b27\u5143\u7684\u79ef\u538b\u8ba2\u5355\u548c\u540e\u7eed High-NA EUV \u7684\u4ea7\u54c1\u5468\u671f\u6765\u770b<\/strong>\uff0c\u516c\u53f8\u4e1a\u7ee9\u5728\u540e\u7eed\u6709\u671b\u7ee7\u7eed\u589e\u957f\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/5aae7915a9ff42540a0f6db00dd7ff5c_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x724\/gravity\/center\/crop\/!1440x724&ext=.jpeg\" width=\"1236\" height=\"622\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/0164c132d3f506d312bd6d6dcdce58fb_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x681\/gravity\/center\/crop\/!1440x681&ext=.jpeg\" width=\"1230\" height=\"582\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e8c\u3001\u7ec6\u5206\u6570\u636e\u60c5\u51b5\uff1aEUV \u589e\u957f\u660e\u663e\uff0c\u5b58\u50a8\u9700\u6c42\u4e0a\u884c<\/strong><\/h3>\n<p>\u963f\u65af\u9ea6\uff08ASML\uff09\u7684\u4e1a\u52a1\u7531\u7cfb\u7edf\u9500\u552e\u6536\u5165\u548c\u670d\u52a1\u6536\u5165\u4e24\u90e8\u5206\u6784\u6210\u3002<strong>\u516c\u53f8\u6700\u6838\u5fc3\u7684\u5149\u523b\u7cfb\u7edf\u9500\u552e\u6536\u5165\u5360\u6bd4\u5728 7-8 \u6210\uff0c\u670d\u52a1\u6536\u5165\u662f\u672c\u5b63\u5ea6\u589e\u957f\u7684\u4e3b\u8981\u52a8\u529b\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/e017c6db1fb9562cc6771d7770ca88ec_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x785\/gravity\/center\/crop\/!1440x785&ext=.jpeg\" width=\"1254\" height=\"684\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2.1 \u5404\u9879\u4e1a\u52a1\u60c5\u51b5<\/strong><\/p>\n<p><strong>1\uff09\u7cfb\u7edf\u9500\u552e\u6536\u5165<\/strong><\/p>\n<p><strong>\u963f\u65af\u9ea6\uff08ASML\uff09\u7684\u7cfb\u7edf\u9500\u552e\u6536\u5165\u5728 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0 62.8 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 9%\uff0c<\/strong>\u672c\u5b63\u5ea6\u4e3b\u8981\u6765\u81ea\u4e8e\u5bf9\u97e9\u56fd\u5ba2\u6237 EUV \u8bbe\u5907\u51fa\u8d27\u7684\u589e\u52a0\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/1d20254a2deee7ab4b4e67823e1c2748_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x731\/gravity\/center\/crop\/!1440x731&ext=.jpeg\" width=\"1284\" height=\"652\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>\u7cfb\u7edf\u9500\u552e\u6536\u5165\u5bf9\u5e94\u7684\u5c31\u662f\u901a\u5e38\u8bf4\u7684 &ldquo;\u5149\u523b\u673a&rdquo;\uff0c<strong>\u5176\u4e2d\u6700\u5927\u7684\u6536\u5165\u6765\u6e90\u4e8e EUV \u548c ArFi \u4e24\u90e8\u5206\uff0c\u4e24\u8005\u5408\u8ba1\u5360\u6bd4\u63a5\u8fd1 9 \u6210<\/strong>\u3002<\/p>\n<p>\u5177\u4f53\u6765\u770b\uff1a<\/p>\n<p><strong>a\uff09EUV\uff1a\u672c\u5b63\u5ea6\u6536\u5165 41 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 29%<\/strong>\u3002<strong>EUV \u672c\u5b63\u5ea6\u9500\u91cf\u6709 16 \u53f0\uff0c\u5355\u53f0\u5747\u4ef7\u5927\u7ea6\u4e3a 2.6 \u4ebf\u6b27\u5143<\/strong>\u3002\u672a\u6765\u66f4\u9ad8\u4ef7\u7684 High-NA EUV \u51fa\u8d27\u589e\u52a0\uff0c\u6709\u671b\u5e26\u52a8 EUV \u5747\u4ef7\u7ee7\u7eed\u63d0\u5347\u3002<\/p>\n<p>\u5177\u4f53 EUV \u7684\u4ea7\u54c1\u6765\u770b\uff1a<strong>\u2460Low NA EUV\uff08NXE:3800E\uff09\u7684\u6280\u672f\u6210\u719f<\/strong>\uff0c\u662f\u5f53\u524d\u5e02\u573a\u5bf9 EUV \u7684\u4e3b\u8981\u9700\u6c42\uff0c\u76ee\u524d\u4ea7\u80fd\u5df2\u7ecf\u4ece 220 \u7247\/\u5c0f\u65f6\u5347\u81f3 230 \u7247\/\u5c0f\u65f6\u3002NXE:3800F \u66f4\u662f\u5347\u81f3 260 \u7247\/\u5c0f\u65f6\uff1b<strong>\u2461High NA EUV\uff08EXE \u7cfb\u5217\uff09<\/strong>\uff1a\u5ba2\u6237\u91c7\u8d2d\u4e3b\u8981\u7528\u4e8e\u4e0b\u4e00\u4ee3\u6280\u672f\u7684\u7814\u53d1\u9636\u6bb5\uff0c\u9884\u8ba1\u5927\u5e45\u51fa\u8d27\u5c06\u5728 2026 \u5e74\u4e4b\u540e\uff1b<\/p>\n<p><strong>b\uff09ArFi\uff1a<\/strong>\u672c\u5b63\u5ea6\u6536\u5165 14 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u4e0b\u6ed1 24%\uff0c\u8fd9\u90e8\u5206\u6536\u5165\u4e3b\u8981\u6765\u81ea\u4e8e\u4e2d\u56fd\u5927\u9646\u5730\u533a\u3002<strong>ArFi \u672c\u5b63\u5ea6\u9500\u91cf\u6709 17 \u53f0\uff0c\u5355\u53f0\u5747\u4ef7\u5927\u7ea6\u4e3a 0.85 \u4ebf\u6b27\u5143<\/strong>\u3002<\/p>\n<p>\u8fd1\u671f MATCH \u6cd5\u6848\u660e\u786e\u5c06<strong>\u6d78\u6da6\u5f0f DUV \u5149\u523b\u8bbe\u5907\u53ca\u76f8\u5173\u7ef4\u4fdd\u670d\u52a1\u7eb3\u5165\u51fa\u53e3\u7ba1\u5236\u6e05\u5355\uff0c\u4e3b\u8981\u9488\u5bf9\u4e8e\u4e2d\u56fd 7nm \u4ee5\u4e0b\u5148\u8fdb\u903b\u8f91\u3001\u5b58\u50a8\u82af\u7247\u6676\u5706\u5382\u7684\u4ea7\u80fd\u6269\u5f20\u3002\u5f53\u524d\u6cd5\u6848\u8fd8\u5728\u63d0\u51fa\u9636\u6bb5\uff0c\u8fd8\u672a\u5b9e\u65bd\uff0c\u53d7\u6b64\u5f71\u54cd\uff0c\u6d77\u8c5a\u541b\u9884\u8ba1\u4e8c\u4e09\u5b63\u5ea6\u4e2d\u56fd\u5927\u9646\u5730\u533a\u5bf9 ArFi DUV \u7684\u62c9\u8d27\u6709\u53ef\u80fd\u63d0\u524d\uff0c\u5e26\u52a8 ArFi \u7684\u51fa\u8d27\u56de\u5347\u3002<\/strong><\/p>\n<p>\u5728\u5b58\u50a8\u5468\u671f\u7684\u5e26\u52a8\u4e0b\uff0c\u4e09\u5927\u5b58\u50a8\u539f\u5382\u90fd\u52a0\u5927\u4e86\u8d44\u672c\u5f00\u652f\u3002<strong>\u5728\u672c\u5b63\u5ea6\u516c\u53f8\u5149\u523b\u7cfb\u7edf\u4e1a\u52a1\u4e2d\uff0c\u5b58\u50a8\u7c7b\u9886\u57df\u7684\u5360\u6bd4\u63d0\u5347\u81f3 5 \u6210\u5de6\u53f3\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/194f8820562927e18461c2769cc26c4e_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x891\/gravity\/center\/crop\/!1440x891&ext=.jpeg\" width=\"1276\" height=\"790\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2\uff09\u670d\u52a1\u6536\u5165<\/strong><\/p>\n<p><strong>\u963f\u65af\u9ea6\uff08ASML\uff09\u7684\u670d\u52a1\u6536\u5165\u5728 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0 25 \u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f 24%\u3002<\/strong>\u963f\u65af\u9ea6\u7684\u670d\u52a1\u6536\u5165\uff0c\u4e3b\u8981\u5305\u62ec\u8bbe\u5907\u7ef4\u62a4\u7b49\u9879\u76ee\uff0c\u53d7\u884c\u4e1a\u5468\u671f\u5f71\u54cd\u8f83\u5c0f\u3002<\/p>\n<p><strong>\u4ece\u957f\u671f\u6765\u770b\uff0c\u516c\u53f8\u7684\u670d\u52a1\u6027\u6536\u5165\u4fdd\u6301\u76f8\u5bf9\u5e73\u7a33\uff0c\u7ef4\u6301\u5728 20-25 \u4ebf\u6b27\u5143\u5de6\u53f3\u3002\u5f53\u4e0b\u6e38\u9700\u6c42\u56de\u6696\uff0c\u5149\u523b\u7cfb\u7edf\u51fa\u8d27\u589e\u957f\u7684\u60c5\u51b5\u4e0b\uff0c\u516c\u53f8\u670d\u52a1\u6027\u6536\u5165\u7684\u5360\u6bd4\u5c06\u6709\u6240\u56de\u843d\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/74ae5b288526b0373286263524f72e78_1776297654.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x685\/gravity\/center\/crop\/!1440x685&ext=.jpeg\" width=\"1278\" height=\"608\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2.2 \u5404\u5730\u533a\u6536\u5165\u60c5\u51b5<\/strong><\/p>\n<p>\u963f\u65af\u9ea6 ASML \u672c\u5b63\u5ea6\u6536\u5165\u4e3b\u8981\u6765\u81ea\u4e8e\u4e2d\u56fd\u53f0\u6e7e\u3001\u4e2d\u56fd\u5927\u9646\u3001\u97e9\u56fd\u548c\u7f8e\u56fd\uff0c\u56db\u8005\u7684\u5408\u8ba1\u6536\u5165\u5360\u6bd4\u8fbe\u5230 90% \u4ee5\u4e0a\u3002<\/p>\n<p>\u672c\u5b63\u5ea6\u97e9\u56fd\u5730\u533a\u662f\u516c\u53f8\u6700\u4e3b\u8981\u7684\u6536\u5165\u6765\u6e90\uff0c\u5360\u6bd4\u8fbe\u5230 45%\uff0c\u4e3b\u8981\u662f\u7531\u4e09\u661f\u3001\u6d77\u529b\u58eb\u52a0\u5927\u4e86\u5bf9\u5b58\u50a8\u9886\u57df\u7684\u8d44\u672c\u6295\u5165\uff0c\u5e26\u52a8\u4e86 EUV \u7b49\u76f8\u5173\u8bbe\u5907\u3002<\/p>\n<p>\u81f3\u4e8e\u4e2d\u56fd\u5927\u9646\u5730\u533a\uff0c\u672c\u5b63\u5ea6\u6536\u5165\u7ea6\u4e3a 16.7 \u4ebf\u6b27\u5143\uff0c\u6536\u5165\u5360\u6bd4\u4e3a 19%\uff0c\u4f4e\u4e8e\u516c\u53f8\u7ba1\u7406\u5c42\u6b64\u524d\u63d0\u5230\u7684\u8ba2\u5355\u7ed3\u6784\u4e2d &ldquo;25%&rdquo; \u7684\u5360\u6bd4\u3002<strong>\u5728 MATCH \u6cd5\u6848\u7684\u5f71\u54cd\u4e0b\uff0c\u9884\u8ba1\u4e2d\u56fd\u5927\u9646\u5730\u533a\u5728\u4e8c\u4e09\u5b63\u5ea6\u53ef\u80fd\u4f1a\u5c06 ArFi DUV \u7684\u62c9\u8d27\u63d0\u524d\uff0c\u907f\u514d\u540e\u7eed\u7684\u9650\u5236\uff0c\u4e2d\u56fd\u5927\u9646\u7684\u5360\u6bd4\u6709\u671b\u56de\u5347\u3002<\/strong><\/p>\n<p><strong>\u963f\u65af\u9ea6 ASML \u62ab\u9732\u7684\u5730\u533a\u6536\u5165\uff0c\u662f\u4ee5 &ldquo;ship to location&rdquo; \u7684\u53e3\u5f84\u3002\u56e0\u800c\u53f0\u79ef\u7535\u5c06 2026 \u5e74\u8d44\u672c\u5f00\u652f\u63d0\u5347\u81f3 520-560 \u4ebf\u7f8e\u5143\uff0c\u5927\u5e45\u589e\u52a0\u7684\u8d44\u672c\u5f00\u652f\u4e0d\u4e00\u5b9a\u5168\u90e8\u4f53\u73b0\u5728\u4e2d\u56fd\u53f0\u6e7e\u5730\u533a\u7684\u6536\u5165\u4e2d\uff0c\u5176\u4e2d\u4e00\u90e8\u5206\u4e5f\u4f1a\u5728\u53f0\u79ef\u7535\u7f8e\u56fd\u5de5\u5382\u4e2d\uff0c\u53ef\u80fd\u4f1a\u5e26\u52a8\u4e2d\u56fd\u53f0\u6e7e\u5730\u533a\u548c\u7f8e\u56fd\u5730\u533a\u4e24\u9879\u5360\u6bd4\u7684\u56de\u5347\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/04\/0be87ab5258d7e5761424b9c3bb997d5_1776297655.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x727\/gravity\/center\/crop\/!1440x727&ext=.jpeg\" width=\"1228\" height=\"620\" alt=\"\u963f\u65af\u9ea6 ASML\uff1a\u6709 AI \u9ad8\u70e7\u5728\uff0c\u5149\u523b\u673a\u53ea\u662f\u5047\u6454\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u6574\u4f53\u6765\u770b\uff0c\u867d\u7136\u963f\u65af\u9ea6 ASML \u672c\u5b63\u5ea6\u548c\u4e0b\u5b63\u5ea6\u6307\u5f15\u90fd\u76f8\u5bf9\u5e73\u6de1\uff0c\u4f46\u7531\u4e8e\u516c\u53f8\u5df2\u7ecf\u7ed9\u51fa\u4e86\u5168\u5e74\u5c55\u671b\uff0c\u4e00\u5b63\u5ea6\u548c\u4e8c\u5b63\u5ea6\u8868\u73b0\u5f71\u54cd\u5e76\u4e0d\u5927\u3002<\/strong><\/p>\n<p><strong>\u5bf9\u4e8e 2026 \u5e74\u5c55\u671b\uff0c\u516c\u53f8\u9884\u8ba1\u5168\u5e74\u6536\u5165 360-400 \u4ebf\u6b27\u5143\uff08\u6b64\u524d\u6307\u5f15 340-390 \u4ebf\uff09\uff0c\u540c\u6bd4\u589e\u957f 10-22%\u3002<\/strong>\u516c\u53f8\u7ba1\u7406\u5c42\u660e\u786e\u4e0a\u8c03\u6307\u5f15\uff0c\u8868\u660e\u4e86\u516c\u53f8\u5bf9\u81ea\u8eab\u7ecf\u8425\u9762\u4fe1\u5fc3\uff0c\u4e0a\u8c03\u540e\u7684\u5c55\u671b\u4e5f\u57fa\u672c\u7b26\u5408\u5e02\u573a\u4e3b\u6d41\u673a\u6784\u7684\u9884\u671f\u3002<\/p>\n<p><strong>\u7531\u4e8e\u516c\u53f8\u5df2\u7ecf\u660e\u786e\u7ed9\u51fa\u4e86 2026 \u5e74\u589e\u957f\u8868\u73b0\uff0c\u5e02\u573a\u66f4\u5173\u6ce8\u540e\u7eed\u7684\u589e\u957f\u60c5\u51b5\uff0c\u5176\u4e2d &ldquo;\u8ba2\u5355\u60c5\u51b5&rdquo; \u662f\u4e00\u9879\u524d\u77bb\u6307\u6807\uff0c\u7136\u800c\u516c\u53f8\u672c\u5b63\u5ea6\u5e76\u672a\u62ab\u9732\u8ba2\u5355\u6570\u636e\uff0c\u53ea\u80fd\u5173\u6ce8\u540e\u7eed\u7ba1\u7406\u5c42\u4ea4\u6d41\u65f6\u662f\u5426\u66f4\u65b0\u8ba2\u5355\u6570\u636e\u3002<\/strong><\/p>\n<p>\u76f8\u6bd4\u4e8e\u53f0\u79ef\u7535\uff0c\u963f\u65af\u9ea6 ASML \u5728\u81ea\u8eab\u5e02\u573a\uff08\u5149\u523b\u7cfb\u7edf\uff09\u5177\u6709\u66f4\u4e3a\u660e\u663e\u7684\u5784\u65ad\u4f18\u52bf\u3002\u4e0b\u6e38\u6676\u5706\u5382\u63d0\u9ad8\u8d44\u672c\u5f00\u652f\uff0c\u4e0d\u53ef\u907f\u514d\u5730\u5c06\u4e00\u90e8\u5206\u8f6c\u5316\u4e3a\u516c\u53f8\u7684\u6536\u5165\uff0c\u662f\u516c\u53f8\u7ee7\u7eed\u589e\u957f\u7684\u57fa\u7840\u3002<\/p>\n<p><strong>\u7ed3\u5408\u516c\u53f8\u6307\u5f15\u6765\u770b\uff0c\u516c\u53f8\u5728 2026 \u5e74\u7684\u589e\u957f\u5c06\u4e3b\u8981\u96c6\u4e2d\u5728\u4e0b\u534a\u5e74\uff0c\u4e3b\u8981\u662f\u53d7\u53f0\u79ef\u7535\u53ca\u5b58\u50a8\u5382\u5546\u63d0\u9ad8\u8d44\u672c\u5f00\u652f\u7684\u5e26\u52a8\u3002\u53e0\u52a0\u540e\u7eed\u4e0b\u4e00\u4ee3\u5236\u7a0b\u7684\u91cf\u4ea7\uff0c\u6709\u671b\u5e26\u52a8\u516c\u53f8\u7684 High-NA \u4ea7\u54c1\u5468\u671f\uff0c\u4f7f\u5f97\u516c\u53f8\u672c\u8f6e\u7684\u4e1a\u7ee9\u4e0a\u884c\u66f4\u4e3a\u6301\u7eed\u3002<\/strong><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6587 | \u6d77\u8c5a\u7814\u7a76 \u963f\u65af\u9ea6\uff08ASML\uff09\u4e8e\u5317\u4eac\u65f6\u95f4 2026 \u5e74 4 \u6708 15 \u65e5\u4e0b\u5348\u7684\u7f8e\u80a1\u76d8\u524d\u53d1\u5e03\u4e86 2026  [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[266,241,179,367,339,159,231],"views":4,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/762676"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=762676"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/762676\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=762676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=762676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=762676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}