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设施支出推动芯片生产,其光刻系统的需求将保持高位。该公司表示,存储芯片和先进逻辑芯片客户2026年的产能已全部售罄,并且在此之后仍将面临供应限制。  ASML首席执行官克里斯托夫·富凯表示,在可预见的未来,芯片供应很可能无法满足需求。他补充说,客户正在加速2026年及以后的产能扩张计划。  对于第二季度,ASML预计净销售额为84亿至90亿欧元,毛利率为51%至52%。该公司预计全年毛利率为51%

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