阿斯麦公司今日盘前大涨5.21%,引发外界广泛关注。
消息人士透露,阿斯麦CEO克里斯托夫·富凯下周将带队与台积电高层会面。双方有望就未来数年晶体管制程技术路线图及采购计划达成共识。此外,阿斯麦还希望台积电能加速并扩大下单3.8亿美元的高端EUV光刻设备。
分析人士认为,如果阿斯麦能赢得台积电大单,将极大提振其业绩。台积电作为全球领先的晶圆代工厂商,未来数年其设备采购规模可期。若双方合作顺利,阿斯麦在竞争对手面前将具备更大优势。
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