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ASML:美國放寬中國AI晶片管制將刺激需求
ASML財務總監Roger Dassen表示,若美國放寬對部分AI晶片的出口限制,將對晶片需求產生正面影響。 此前,Nvidia(NVDA.US)宣布計劃恢復向中國銷售H20晶片,因已獲美國政府通知H20晶片將可獲得出口許可,而Nvidia的主要競爭對手AMD(AMD.US)亦發表類似的聲明,若這些晶片公司向中國銷售更多晶片,ASML 將能從中受惠。
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