ReutersCodex · 实盘不做把握 5/10
北京时间·🕒 发布 17:42:06时区推断·⟳ 抓取 17:43:17·⚡ 决策 07-15 17:52:45 +9m28s·104.3 天前
ASML称2027至2028年扩产指引已包含马斯克Terafab需求且EUV产能接近订满
ASML在二季度业绩电话会上确认2027年EUV产能接近订满、2028年已有大量订单，属于需求强劲确认。
📄 原文Reuters↗ 原文
Top computer chip equipment maker ASML (ASML.AS) said its capacity expansion plans in 2027 and 2028 unveiled on Wedne…
不做 ASML（ASML.NL）
业绩日电话会中的长期需求确认，未披露相对市值足够大的新增订单或指引上修，追多edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-15 · 扩散 high · price-in 风险 high ↗
关键理由
- ASML在二季度业绩电话会上确认2027年EUV产能接近订满、2028年已有大量订单，属于需求强劲确认。
主要风险
- 信息随二季度业绩和电话会同步释放，属于大型设备龙头的预期确认，缺少相对市值的新订单金额或指引上修幅度。
原文全文
展开原文 · 952 字
Top computer chip equipment maker ASML (ASML.AS) said its capacity expansion plans in 2027 and 2028 unveiled on Wednesday along with second-quarter earnings take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas.
"We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call. "Terafab is also part of those plans."
Dassen said the number of high-numerical aperture extreme ultraviolet lithography (EUV) systems shipped globally was in the low-single digits. This refers to next-generation semiconductor lithography technology.
If China cannot expand chipmaking capacity, production will shift elsewhere because global demand for chips remains unchanged, he said.
Dassen also said ASML was close to fully booking its 2027 EUV capacity and had already secured a substantial number of 2028 EUV orders.
"We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call. "Terafab is also part of those plans."
Dassen said the number of high-numerical aperture extreme ultraviolet lithography (EUV) systems shipped globally was in the low-single digits. This refers to next-generation semiconductor lithography technology.
If China cannot expand chipmaking capacity, production will shift elsewhere because global demand for chips remains unchanged, he said.
Dassen also said ASML was close to fully booking its 2027 EUV capacity and had already secured a substantial number of 2028 EUV orders.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。