先给大家上一份数据，这是ASML发布的2025年一季度报表数据。显示的是营收情况，以及分地区的营收占比，销量的光刻机类型等。大家重点看看这个分地区的营收占比。下面是2024年四季度的，可以看到营收占比最高的是美国28%，再是中国大陆27%，再是韩国25%，再是中国台湾和日本，各占10%。可见，去年四季度，美国贡献最高，而中国大陆排名第二名，为何美国贡献这么高了？原因就是因为受拜登时的芯片补贴法案...
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