ASML沈波:料美對華出口管制政策影響明年中國業務最多15% 否認不賣光刻機至內地傳聞
《鈦媒體》報道,ASML(ASML.US)全球副總裁、中國區總裁沈波表示,去年ASML全球淨銷售額達212億歐元,預計2023財年公司全球銷售額增長30%,將達逾270億歐元。據ASML最新季報,明後年全球半導體行業將企穩。預計到2025年,現有晶圓廠產能將會增加並有新的晶圓廠投入使用,半導體設備行業將會迎來比較大的增長,迎來需求的「高潮」。
他透露,公司現在對自己產能的判斷,目標是在2025年底或2026年初,具備每年500至600部深紫外(DUV)的設備產能。
就美國商務部發布對華半導體出口管制最終規則,沈波坦言現在對於新的出口管制政策,公司還在研究中。總體來看,如果以今年公司在中國的業務爲基礎,明年的業務大概會受到10%至15%的影響。中國明年的市場需求還是蠻旺盛的。短期內料對公司總體業務量不會有太大影響。從公司角度,到2030年,行業整體趨勢一直起伏性增長,所以對公司銷售的總體趨勢不會有太大的改變。
對於中國市場,他指現在網上有各種各樣的消息指公司不賣機器到中國,然而,實際上公司從1988年首部機器運到中國,到2023年底ASML在中國的光刻機加上量測的機臺裝機量接近1,400部。所以,實際上這些年在中國的增長幅度還是非常可觀,公司亦一直在不停地投入做該事情。
他續稱,對於公司而言,是跟着中國半導體產業增長在不停地投入,團隊的投入、備件領域的投入、產品開發方面的投入,公司在中國都不斷地投入才形成有關局面。公司的出發點是爲了更好的支持中國客戶的生產以及其今後的發展,公司一直是沿着該思路在增長。接下來,公司仍將持續、更好地支持客戶的發展,尤其在本土的客戶服務方面也在不斷地加大投入力度。
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