再甩“王炸”！阿斯麦1000瓦光源问世，2030年芯片产能或将飙升50%

智通财经02-24

据了解，荷兰半导体设备巨头阿斯麦在极紫外光刻机的光源技术领域取得了新突破。这项新进展有望到2030年将芯片产量提升50%。阿斯麦首席技术专家迈克尔·珀维斯在圣地亚哥附近的阿斯麦办公室接受采访时表示："这并非昙花一现的演示把戏，而是一个能够在客户现场所见的所有同等要求下，持续产出1000瓦功率的系统。"阿斯麦是全球唯一能制造极紫外光刻机的公司。台积电(TSM.US)、英特尔(INTC.US)等芯片...

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ASML's 1000-watt light source comes out, chip production capacity may soar by 50% in 2030","themeId":"1e3a54591d92f63868c7f7c0831b52a2","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/408441bf29f5eda7405960d96a6afe67","symbols_score_info":{"ASML":2},"content_text":"据了解，荷兰半导体设备巨头阿斯麦在极紫外光刻机的光源技术领域取得了新突破。这项新进展有望到2030年将芯片产量提升50%。阿斯麦首席技术专家迈克尔·珀维斯在圣地亚哥附近的阿斯麦办公室接受采访时表示：\"这并非昙花一现的演示把戏，而是一个能够在客户现场所见的所有同等要求下，持续产出1000瓦功率的系统。\"阿斯麦是全球唯一能制造极紫外光刻机的公司。台积电(TSM.US)、英特尔(INTC.US)等芯片代工厂商均依赖其设备来生产先进处理器。然而，市场格局正面临潜在挑战。去年晚些时候，包括Substrate和xLight在内的一些初创公司获得了特朗普政府提供的1.5亿美元资金，正试图打破阿斯麦的市场垄断。科罗拉多州立大学教授豪尔赫·J·罗卡指出，当前EUV光源的功率为600瓦，跃升至1000瓦是相当实质性的进步。珀维斯表示，公司的愿景是持续推动技术进步，超越1000瓦大关，进一步巩固其市场地位。\"我们看到了通往1500瓦的相当清晰的路径，并且没有根本性理由阻止我们达到2000瓦。\"周一尾盘交易时段，阿斯麦股价小幅下跌。1月末，阿斯麦发布了2025年第四季度财报(截止2025年12月)。该公司正持续受益于人工智能基础设施建设的数千亿美元投资，并录得较为亮眼的业绩。其财报显示，第四季度新增订单创下历史纪录，并预测2026年销售额将继续增长。阿斯麦对未来仍持乐观展望。其客户，即全球各大芯片制造商对AI相关需求的持续性和产能扩张充满信心，进而推动了阿斯麦的订单增长。与此同时，尽管业绩持续强劲增长，阿斯麦仍宣布了一项涉及约1700个岗位的裁员计划。裁员主要影响技术部门和IT部门，主要涉及荷兰的管理层职位，同时也会波及美国业务。按公司目前员工总数计算，裁员比例约为4%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2613763868","isCrawlerRequest":true}