带崩阿斯麦(ASML.US)的罪魁祸首？传三星推迟接收EUV光刻机等设备

智通财经2024-10-18

智通财经APP获悉，三位知情人士透露，三星电子已推迟为其即将在德克萨斯州开设的工厂接收阿斯麦(ASML.US)芯片制造设备，因为该公司尚未为该项目赢得任何主要客户。另外三位知情人士表示，三星还推迟向一些其他供应商下达订单，用于其在泰勒市（Taylor city）价值170亿美元的工厂，这促使这些供应商寻找其他客户，并让驻地工作人员返回家中。推迟设备的交付是泰勒项目的又一次挫折。该项目是三星董事长的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Zhuanqian888
2024-10-18
Zhuanqian888
卖给兔子

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2476635471?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-18 15:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2476635471","market":"us","top_or_hot":-1,"title":"带崩阿斯麦(ASML.US)的罪魁祸首？传三星推迟接收EUV光刻机等设备","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，三位知情人士透露，三星电子已推迟为其即将在德克萨斯州开设的工厂接收阿斯麦(ASML.US)芯片制造设备，因为该公司尚未为该项目赢得任何主要客户。另外三位知情人士表示，三星还推迟向一些其他供应商下达订单，用于其在泰勒市（Taylor city）价值170亿美元的工厂，这促使这些供应商寻找其他客户，并让驻地工作人员返回家中。推迟设备的交付是泰勒项目的又一次挫折。该项目是三星董事长的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1195855.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>带崩阿斯麦(ASML.US)的罪魁祸首？传三星推迟接收EUV光刻机等设备</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n带崩阿斯麦(ASML.US)的罪魁祸首？传三星推迟接收EUV光刻机等设备\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-18 15:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1195855.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，三位知情人士透露，三星电子已推迟为其即将在德克萨斯州开设的工厂接收阿斯麦(ASML.US)芯片制造设备，因为该公司尚未为该项目赢得任何主要客户。另外三位知情人士表示，三星还推迟向一些其他供应商下达订单，用于其在泰勒市（Taylor city）价值170亿美元的工厂，这促使这些供应商寻找其他客户，并让驻地工作人员返回家中。推迟设备的交付是泰勒项目的又一次挫折。该项目是三星董事长的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1195855.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03165","symbol_name":"华夏欧优股对冲","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1195855.html","article_id":"2476635471","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476635471","pubTimestamp":1729238100,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，三位知情人士透露，三星电子已推迟为其即将在德克萨斯州开设的工厂接收阿斯麦芯片制造设备，因为该公司尚未为该项目赢得任何主要客户。阿斯麦没有透露推迟建厂的客户的名字。其中两名消息人士表示，向三星泰勒工厂发货的延迟涉及阿斯麦的先进芯片制造设备EUV光刻机。第三位消息人士称，三星已推迟向工厂交付部分阿斯麦设备，但没有详细说明设备或修改后的交付时间表。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"03165":"华夏欧优股对冲","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2063271972.USD":"富兰克林创新领域基金","BK4147":"半导体设备","BK4588":"碎股","TSM":"台积电","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC"},"translate_title":"The culprit of the collapse of ASML (ASML.US)? Samsung is rumored to have delayed receiving EUV lithography and other equipment","themeId":"9261336f96a21c58cf50921683b078fe","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":0.7,"03165":0.6},"content_text":"智通财经APP获悉，三位知情人士透露，三星电子已推迟为其即将在德克萨斯州开设的工厂接收阿斯麦(ASML.US)芯片制造设备，因为该公司尚未为该项目赢得任何主要客户。另外三位知情人士表示，三星还推迟向一些其他供应商下达订单，用于其在泰勒市（Taylor city）价值170亿美元的工厂，这促使这些供应商寻找其他客户，并让驻地工作人员返回家中。推迟设备的交付是泰勒项目的又一次挫折。该项目是三星董事长的核心目标，公司希望将业务从基本的存储芯片扩展到代工芯片制造领域。这也突显出三星与台积电和SK海力士等竞争对手之间的差距正在扩大。这两家公司正在加大高端芯片的生产，以满足人工智能应用蓬勃发展的需求。全球最大的芯片制造设备供应商阿斯麦周二下调了2025年的销售预测，理由是人工智能以外的市场疲软，并推迟了晶圆厂的建设。阿斯麦没有透露推迟建厂的客户的名字。路透社率先报道称是三星推迟了部分阿斯麦设备的交付。其中两名消息人士表示，向三星泰勒工厂发货的延迟涉及阿斯麦的先进芯片制造设备EUV光刻机。其中一人表示，这些机器原定于今年早些时候交付，但目前还没有发货。第三位消息人士称，三星已推迟向工厂交付部分阿斯麦设备，但没有详细说明设备或修改后的交付时间表。目前尚不清楚三星订购了多少台EUV机器，也不清楚它签订了什么付款条件。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":361379113058384,"gmtCreate":1729245953659,"gmtModify":1729246428962,"author":{"id":"3569193334535581","authorId":"3569193334535581","name":"Zhuanqian888","avatar":"https://static.tigerbbs.com/b411a61b6054a809692ee5c6c65de997","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3569193334535581","authorIdStr":"3569193334535581"},"htmlText":"卖给兔子","listText":"卖给兔子","text":"卖给兔子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361379113058384","repostId":2476635471,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2476635471","isCrawlerRequest":true}