传ASML遭砍单，大客户砍逾四成订单

爱集微2023-04-17

据台系设备厂商透露，ASML近期由于销往中国大陆设备受限、存储、晶圆代工等客户大砍资本支出、缩减订单，最重要是大客户台积电也大砍逾4成EUV设备订单及延后拉货时间，2024全年业绩将明显承压。据台媒电子时报报道，供应链传出，2022年中国大陆市场占ASML整体营收比重约14%，荷兰加入美国对中国大陆出口半导体设备实施限制后对ASML产生了不小的影响。与此同时，英特尔、三星电子与台积电疯狂争抢EUV...

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慕子
2023-04-17
慕子
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