日报：阿斯麦强势战略前景不明台积电订单成关键

市场资讯11-18 16:45

参考消息网11月18日报道据《日本经济新闻》11月16日报道，荷兰半导体生产设备制造巨头阿斯麦公司14日宣布，将维持其延续到2030财年的中长期目标不变。鉴于人工智能（AI）用半导体的需求不断扩大，该公司先进制造设备的订单将取决于台积电的动作。报道称，14日当天阿斯麦在其位于荷兰埃因霍温的总部召开投资者说明会，宣布维持2022年设置的中长期目标不变，即销售额达440亿至600亿欧元，毛利润率达...

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key","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"ASML":1,"03165":0.6,"03145":0.6},"content_text":"参考消息网11月18日报道据《日本经济新闻》11月16日报道，荷兰半导体生产设备制造巨头阿斯麦公司14日宣布，将维持其延续到2030财年的中长期目标不变。鉴于人工智能（AI）用半导体的需求不断扩大，该公司先进制造设备的订单将取决于台积电的动作。报道称，14日当天阿斯麦在其位于荷兰埃因霍温的总部召开投资者说明会，宣布维持2022年设置的中长期目标不变，即销售额达440亿至600亿欧元，毛利润率达56%至60%。首席执行官克里斯托夫·富凯强调说：“随着AI的普及，阿斯麦将占据有利位置，能够实现大幅增长。”他给出的长期愿景是，生产先进半导体不可或缺的极紫外光刻机将成为公司中长期的增长引擎。在展示强势的同时也不难看出谨慎的一面。按照德国贝伦贝格银行相关人士的分析，阿斯麦之所以决定维持既有目标不变，主要是因为与2022年这一目标公布之时相比，AI的存在感已经大幅提升。世界半导体贸易统计协会今年5月预测，今年的半导体市场规模有望扩大至6112亿美元，超过2023年时预计的5759亿美元。在先进半导体行业，台积电一枝独秀的格局愈发鲜明。除台积电外，目前全球能够生产5纳米以下制程芯片的企业仅有韩国三星和美国英特尔。这三家企业均为阿斯麦的客户。但是英特尔在代工业务领域开拓新客户的工作陷入停滞，今年三季度出现166亿美元的亏损。三星则在先进半导体生产中存在良品率不高的问题。据台湾集邦科技公司的估算，台积电在晶圆代工市场的份额有望从2018年的50%扩大至2025年的66%，届时排名第二的三星市占率将只有9%。不过台积电一直没有购买阿斯麦最先进的极紫外光刻机，虽然生产1纳米区间制程芯片离不开这种设备，但高达3.5亿欧元的单价也让台积电望而却步。鉴于竞争对手还在原地踏步，台积电目前还在推进研发可以使用既有设备生产的下一代半导体产品。阿斯麦首席财务官罗杰·达森说：“我们预想中的一些来自特定客户的需求可能会在一定程度上消失。”英国奥姆迪亚公司首席顾问铃木寿哉指出：“购买新型极紫外光刻机的市场参与者数量正在减少，这将成为一种风险。”比利时德格罗夫-彼得康银行高级分析师迈克尔·勒格认为：“对阿斯麦来说，价格谈判要比以前更艰难。”14日，阿斯麦股价比前一交易日上涨7%，看来其以AI为主的增长战略眼下依然获得了市场认可。问题在于，今后阿斯麦能否继续握有先进半导体研发领域的主导权。（编译/刘林）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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日报：阿斯麦强势战略前景不明 台积电订单成关键

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日报：阿斯麦强势战略前景不明台积电订单成关键