美国造芯片，只疯狂了一个季度，就偃旗息鼓了？

Ofweek光电信息网2025-04-21

众所周知，芯片制造是非常复杂的，需要上千道工序，需要几百种设备。所以一定程度上而言，通过这些半导体设备的采购，就可以判定出是不是真的在疯狂建厂造芯片，因为买的少的，肯定不行，买的多的，大致没问题。举例说明一下，从2020年到2024年，中国大陆的半导体设备市场规模，一直是全球第一名，就可以判断出中国大陆这5年芯片扩产速度，一定是全球第一名的。当然，要关注全球所有半导体设备采购，也是有一点困难的，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250421134928973f0649&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，芯片制造是非常复杂的，需要上千道工序，需要几百种设备。所以一定程度上而言，通过这些半导体设备的采购，就可以判定出是不是真的在疯狂建厂造芯片，因为买的少的，肯定不行，买的多的，大致没问题。举例说明一下，从2020年到2024年，中国大陆的半导体设备市场规模，一直是全球第一名，就可以判断出中国大陆这5年芯片扩产速度，一定是全球第一名的。当然，要关注全球所有半导体设备采购，也是有一点困难的，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250421134928973f0649&s=b\">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":"IE00B3M56506.USD","symbol_name":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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down?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":0.9,"03165":0.6,"03145":0.6},"content_text":"众所周知，芯片制造是非常复杂的，需要上千道工序，需要几百种设备。所以一定程度上而言，通过这些半导体设备的采购，就可以判定出是不是真的在疯狂建厂造芯片，因为买的少的，肯定不行，买的多的，大致没问题。举例说明一下，从2020年到2024年，中国大陆的半导体设备市场规模，一直是全球第一名，就可以判断出中国大陆这5年芯片扩产速度，一定是全球第一名的。当然，要关注全球所有半导体设备采购，也是有一点困难的，一般大家只要通过ASML财报上的数据，看看哪个国家或地区，采购光刻机最多，基本上也就能判断的出来，毕竟光刻机是所有芯片制造中，必不可少，且最重要的设备。比如早些年，中国台湾省、韩国采购ASML的光刻机最多，就可以判断的出来，台湾省、韩国在疯狂扩产来制造芯片，产能扩充最多，所以需要光刻机多。而2024年，中国采购的ASML光刻机，占ASML所销售的所有光刻机的比例高达36%以上，采购金额高达100多亿欧元，且一、二、三季度，中国采购的光刻机，占ASML总销量的比例分别是49%、49%、47%，从这些数据，就可以判断出，中国大陆在疯狂扩产造芯，且扩充的产能肯定是全球第一的。同样的，在2024年四季度时，美国采购的ASML光刻机，占ASML所有销量的28%，排名全球第一。而在此之前，美国采购的光刻机，比例一直差不多在15%左右，就可以判断出，2024年四季度，美国也在疯狂造芯，所以才需要这么多的光刻机。事实上也确实是如此，因为在美国芯片补贴之下，台积电在美国的工厂投产了，还有intel也采购了EUV光刻机，导致美国采购量上升。当时很多人觉得，随着intel、三星、台积电、美光等在美国持续不断的扩产，需要的光刻机会越来越多，占ASML销量的比例也会越来越高。但让人没有想到的是，仅仅一个季度后，美国造芯就偃旗息鼓了，没有再创辉煌了。数据显示，2025年一季度，美国采购的ASML光刻机， 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