Analysis-ASML extends chipmaking dominance as customers embrace High NA分析——随着客户对高NA的需求日益增长,ASML巩固了其在芯片制造领域的领先地位。
AMSTERDAM, Sept 14 (Reuters) - As Dutch computer chip equipment maker ASML broke ground on a new plant in Eindhoven last week, CFO Roger Dassen said the AI boom had transformed the mood among customers.

A major new ASML production site, which will eventually add space for up to 20,000 workers and include offices, a logistics hub and manufacturing facilities in Eindhoven, Netherlands September 8, 2026. Picture taken with a mobile phone. REUTERS/Toby Sterling
AMSTERDAM, Sept 14 (Reuters) - As Dutch computer chip equipment maker ASML broke ground on a new plant in Eindhoven last week, CFO Roger Dassen said the AI boom had transformed the mood among customers.
Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.
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2026年9月8日,位于荷兰埃因霍温的ASML全新大型生产基地正式启用,该基地最终将容纳多达2万名员工,并包括办公区、物流中心和生产设施。图片由手机拍摄。路透社/托比·斯特林
阿姆斯特丹,9 月 14 日(路透社)——上周,荷兰计算机芯片设备制造商 ASML 在埃因霍温破土动工兴建新工厂,首席财务官罗杰·达森表示,人工智能的蓬勃发展“改变了客户的心态”。
该公司现有的价值 2 亿美元的 EUV 光刻机是制造先进 AI 芯片所必需的,其订单几乎全部售罄至 2027 年,而客户也纷纷承诺采用其下一代价值 4 亿美元的高数值孔径 (High NA) 工具。
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