真是一个鬼故事，你发_老虎社区_美港股上老虎 - 老虎社区

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神魔一线
07-27 23:49

真是一个鬼故事，你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。

本土企业推进深紫外光刻机研发美股半导体设备股走低 ASML（ASML）跌7.09%

受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。

本土企业推进深紫外光刻机研发美股半导体设备股走低 ASML（ASML）跌7.09%

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据知情人士报道，一家总部位于上海、获得国内政策支持的未具名企业，已经启动深紫外光刻机（DUV）的研发制造工作。消息传出后，全球光刻机龙头<a href=\"https://laohu8.com/S/ASML\">ASML</a>（ASML）早盘股价下跌7.09%，<a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a>（AXTI）跌4.83%，<a href=\"https://laohu8.com/S/KLIC\">库力索法半导体</a>（KLIC）跌5.16%，<a href=\"https://laohu8.com/S/KLAC\">科磊</a>（KLAC）跌5.20%，<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（AMAT）跌5.57%，SmartKem（SMTK）跌5.97%，<a href=\"https://laohu8.com/S/AMBA\">安霸</a>（AMBA）跌6.33%，泛林集团（LRCX）跌6.82%。</p><p>受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。报道显示，国内DUV光刻机项目尚处在发展早期，企业规划本年度生产5台相关设备，明年最大产能目标为20台；与此同时国内极紫外光刻机（EUV）研发仍停留在原型阶段，距离实现量产还有数年时间。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期，中国业务全年仍将贡献集团净销售额约20%，并会伴随整体业务扩张持续增长，需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久，早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后，国内产业发展模式有所调整，由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距，长期层面设备自主化进程持续推进，也成为海外半导体设备厂商无法忽视的行业变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","FENI":"FIDELITY ENHANCED INTERNATIONAL ETF","ILOW":"AB International Low Volatility Equity ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","DBEF":"Xtrackers MSCI EAFE Hedged Equity ETF","BK4147":"半导体设备","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION 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