ASML借英伟达东风，凭激光器与巨型芯片“光刻机”顺势崛起

环球市场播报01-27

随着人工智能企业纷纷争抢支撑AI热潮所需的英伟达芯片，荷兰企业ASML已在供应链中抢占了关键赛道——打造用于芯片光刻、需搭配激光器的核心设备。　　ASML的客户涵盖台积电、英特尔等企业，其生产的巨型精密设备可将微型电路刻制于硅芯片之上，在AI所需的高端微处理器配套设备市场中占据主导地位。　　这家总部位于荷兰费尔德霍芬的企业，自去年4月以来股价已翻倍，仅本月涨幅就达25%；眼下其芯片制造客户正因...

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\"lithography\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"DIPS":0.6,"NVDG":0.6,"03165":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVDQ":0.6,"NVDA":1.87,"ASML":1.97,"NVDU":0.6,"NVD3.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDW":0.6,"NVII":0.6},"content_text":"随着人工智能企业纷纷争抢支撑AI热潮所需的英伟达芯片，荷兰企业ASML已在供应链中抢占了关键赛道——打造用于芯片光刻、需搭配激光器的核心设备。\n　　ASML的客户涵盖台积电、英特尔等企业，其生产的巨型精密设备可将微型电路刻制于硅芯片之上，在AI所需的高端微处理器配套设备市场中占据主导地位。\n　　这家总部位于荷兰费尔德霍芬的企业，自去年4月以来股价已翻倍，仅本月涨幅就达25%；眼下其芯片制造客户正因芯片供应短缺推高价格而加大投资，上述行情也随之出现。\n　　分析师表示，该企业将于周三发布财报，投资者目前正密切关注其是否会上调2026年销售额持平至小幅增长的预期。\n　　随着公司股价一路走高，分析师纷纷上调业绩预期，最新预测值已大幅超出公司自身给出的业绩指引。\n　　在催生数万亿美元价值的全球人工智能军备竞赛中，阿斯麦凭借EUV技术的独家垄断地位，成功搭上芯片设计巨头英伟达的发展快车。\n　　半导体咨询机构Yole Group分析师John West表示，就EUV而言，阿斯麦“是业内唯一选择”。极紫外光刻技术所用光束波长仅13.5纳米，堪称微乎其微——要知道，人类一根头发的直径约为8万至10万纳米。\n　　芯片制造客户加码资本开支计划\n　　阿斯麦还将更新其设备产能扩张计划。\n　　凭借市场对其高科技设备的旺盛需求，阿斯麦已成为欧洲市值最高的上市公司，近期市值突破5000亿美元。\n　　分析师估算，凭借高产能设备优势，阿斯麦占据了约90%的光刻系统市场份额，同时也是极紫外光刻技术的唯一供应商。该技术通过激光器每秒5万次轰击锡滴使其汽化，从而产生所需光刻光源。\n　　2025年，人工智能相关云服务需求激增，随之而来的存储芯片短缺已开始推高智能手机、电脑及游戏机的价格。\n　　为应对这一局面，芯片制造商正加大投资扩充产能。\n　　据伦敦证券交易所集团数据，阿斯麦最大客户台积电计划2026年将资本开支提升37%，至560亿美元；三星目标将资本开支增加24%，至400亿美元；海力士计划提升25%，至220亿美元；美国美光科技则计划大幅增加45%，至200亿美元。\n　　分析师估算，芯片制造商25%的资本开支会用于光刻设备采购，且大部分流向阿斯麦；而在苹果、谷歌、高通等企业的需求驱动下，人工智能芯片相关的光刻设备开支占比或会更高。\n　　瑞穗证券分析师Kevin Wang表示：“我们预计2026年公司在华业务也存在增长空间。”\n　　保持行业领先优势\n　　尽管在DUV市场，阿斯麦面临日本尼康、佳能及中国上海微电子的竞争，但业内专家表示，即便中美两国都在发力追赶，阿斯麦在高端芯片光刻领域的主导地位仍将持续数年。\n　　TechInsights高级研究员Dan Hutcheson自上世纪80年代阿斯麦从飞利浦拆分独立起便持续关注该企业，他指出，当前芯片行业正斥资数十亿美元，推进阿斯麦下一代光刻设备的落地应用。\n　　他表示，此时更换技术路线，无异于在一级方程式赛车比赛中途更换发动机。\n　　“整个供应链都在押注未来5至7年的技术走向，投入了全部身家。”他补充道，涉及数千亿美元的利益，企业绝无可能更换供应商。\n　　“谁会真的冒着满盘皆输的风险，去选错光刻设备呢？”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李肇孚","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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