ASML预计正确,中国购买的光刻机,已下降了45%

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根据ASML的财报数据,2024年,中国从ASML购买了101.9亿欧元的光刻机,折算成人民币是800亿人民币,在ASML的总营收中占据了36.1%的市场份额。而2023年,中国从ASML采购的光刻机金额,大约是600亿元,2022年,这个数据仅200亿元左右,可见从2022-2024年这三年,中国采购ASML光刻机的增速有多猛了。不过,在2024年三季度的时候,ASML也称,预计到2025年,...

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