为什么会这么缺？答案_老虎社区_美港股上老虎

为什么会这么缺？答案不在资金，在物理限制。无尘室建设周期长达两到三年，ASML的EUV光刻机每年出货量极其有限。SK海力士已宣布五年内将晶圆产能翻倍，但连他们自己也承认——产能瓶颈可能持续到2030年。

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