阿斯麦称2025年全球需求旺盛，但受美国制裁影响对华预期降温
The financial head of Dutch chipmaking equipment giant ASML – following a year of double-digit sales growth for the company’s machines – said he expects the firm’s already declining sales to China to fall even further, as trade restrictions prevent shipments of the firm’s most advanced units to Chinese clients and demand for other models is likely to taper off after an earlier rush.
China’s share of ASML’s global sales dropped by 8 percentage points in 2025, falling to 33 per cent from the 41...
⚠️ 风险分析 高
摘要：美国制裁导致阿斯麦对华先进设备出口受限，其在华销售额占比显著下降。
影响：中国半导体企业获取先进光刻机等关键设备受阻，可能影响技术升级和产能扩张，加剧供应链风险。
建议：评估替代供应链，加强自主研发，并密切关注美国出口管制政策动态以调整采购策略。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.