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郭明錤:晶片設備訂單明年或銳減 下調ASML出貨量預測最多30%
阿思達克 09-28 01:36
天風國際分析師郭明錤表示,晶片設備製造商ASML(ASML.US)明年可能面臨訂單削減,將其2024年極紫外光機台(EUV)設備出貨量預測大幅下調約20%至30%。 郭明錤於社交媒體和Medium上發表文章稱,由於MacBook和iPad銷售疲軟,2024年對先進晶片及其所需設備的需求或低於預期,將損害ASML業務,預料ASML製造商最早或至2025年才能按計劃擴建工廠。 郭明錤稱對晶片產業復甦並不確定,指可能需要比預期更長的時間,目前市場預期半導體產業將在2023年下半年觸底反彈。
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