ASML的EUV芯片机看到AI驱动的技术公司需求激增, ASML’s EUV chip machines see surging demand from AI-driven tech firms, boosting its stock outlook.

BofA分析家强调,对ASML先进芯片制造设备的需求不断增长,特别是其EUV平面印刷机,这是由AI产业的增长和对更强大、能效更高的芯片的需求所推动的。 BofA analysts highlight rising demand for ASML’s advanced chipmaking equipment, especially its EUV lithography machines, fueled by the AI industry’s growth and the need for more powerful, energy-efficient chips. 全球半导体生产正在增加,尽管存在供应链和地缘政治挑战,技术公司仍投资于下一代制造。 Global semiconductor production is increasing as tech firms invest in next-generation fabrication, despite supply chain and geopolitical challenges. ASML仍然是美国和亚洲主要公司的关键供应商,资本支出持续,长期结构转向AI基础设施,支持强劲的业绩。 ASML remains a key supplier to major U.S. and Asian companies, with sustained capital spending and long-term structural shifts toward AI infrastructure supporting strong performance. BofA由于其支配地位和在EUV技术方面的竞争有限,对ASML的股票保持了积极的前景。 BofA maintains a positive outlook on ASML’s stock due to its dominant position and limited competition in EUV technology.