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山顶资本创始人
04-08
文明已经升级
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山顶资本创始人
04-07
文明万岁!
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山顶资本创始人
04-06
伟大领袖,文明终将胜利✌🏻
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山顶资本创始人
02-11
呵呵,这个真不可能
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山顶资本创始人
01-31
永远不要忘了来时的路。
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山顶资本创始人
2025-11-10
呵呵//
@ruan_7128
:没有大陆的稀土,那有台积电!
@ruan_7128:没有大陆的稀土,那有台积电!
山顶资本创始人
2025-10-11
就是干,哈哈
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山顶资本创始人
2025-07-27
自娱自乐
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山顶资本创始人
2025-07-12
美国党就是扯淡,知道什么叫赢者通吃吗
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山顶资本创始人
2024-10-25
$白银主连 2412(SImain)$
山顶资本创始人
2024-08-31
。 9 08 79
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山顶资本创始人
2024-06-24
这篇文章不错,转发给大家看看
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山顶资本创始人
2024-04-07
。
山顶资本创始人
2024-03-10
这篇文章不错,转发给大家看看
@美港股观察社:在人工智能竞赛中躺赢的玩家
山顶资本创始人
2024-01-15
这篇文章不错,转发给大家看看
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山顶资本创始人
2024-01-15
这篇文章不错,转发给大家看看
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山顶资本创始人
2024-01-12
。
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山顶资本创始人
2024-01-09
这篇文章不错,转发给大家看看
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山顶资本创始人
2023-12-30
。
山顶资本创始人
2023-12-24
@
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在所有参与半导体行业的公司中,阿斯麦可能是从人工智能热潮中受益最多的公司。与其他半导体行业的顶级公司不同,阿斯麦在先进的EUV光刻技术方面几乎处于垄断地位。该公司甚至在相对不太先进的DUV光刻领域占据主导地位。这意味着在可预见的未来,阿斯麦很可能占据光刻领域的绝大部分增长。 不可逾越的壕沟 目前,阿斯麦可以说是拥有所有公司中最大的技术护城河。阿斯麦生产的先进光刻机在设计上非常复杂,甚至几乎不可能复制这种技术。毕竟,这些机器负责制造单纳米芯片,它们本身就是目前世界上最先进的技术之一。 阿斯麦光刻机通常每台耗资数亿美元,其最新的高NA光刻机耗资高达3.8亿美元。制造这种机器所涉及的复杂程度确实令人难以置信,因为一台机器可能涉及数十万个不同的部件。此外,其中许多组件本身就是技术奇迹。 制造这种机器所涉及的复杂性和技术难题,使阿斯麦多年来慢慢扩大了与竞争对手之间的差距。就目前的情况来看,似乎没有竞争对手愿意涉足这个领域,这使得阿斯麦在更复杂的机器上继续创新,从而进一步扩大了差距。 来源:阿斯麦 捕捉AI繁荣的所有增长空间 鉴于阿斯麦在先进光刻机领域近乎垄断的地位,该公司处于独特的地位,可以抓住人工智能热潮的几乎所有好处。虽然有一些公司生产光刻机,如佳能和尼康,但这些公司专注于较不先进和较老的DUV光刻技术。 随着人工智能继续推动对更小纳米芯片的需求,只有阿斯麦的先进机器才能满足这种需求。因此,该公司将不必担心竞争对手削减利润或抢走需求。阿斯麦在研发方","text":"有外国分析师坦言,阿斯麦可能是人工智能竞赛的最大赢家。因为阿斯麦的光刻机龙头地位,这让所有想要生产AI芯片的芯片制造商都无法绕不开他! 作者:Simple Investment Ideas 阿斯麦是公认的光刻设备供应商龙头,用于生产微芯片和集成电路。阿斯麦的机器是半导体制造业的关键部件,使台积电和三星等半导体公司能够制造出强大的芯片。 在所有参与半导体行业的公司中,阿斯麦可能是从人工智能热潮中受益最多的公司。与其他半导体行业的顶级公司不同,阿斯麦在先进的EUV光刻技术方面几乎处于垄断地位。该公司甚至在相对不太先进的DUV光刻领域占据主导地位。这意味着在可预见的未来,阿斯麦很可能占据光刻领域的绝大部分增长。 不可逾越的壕沟 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