Victor1000
10-10 16:21

[微笑]  

ASML raised component prices across the board by 10%, with Samsung and SK Hynix accepting the price increase, spreading pressure on semiconductor equipment costs.

ASML罕见对三星、SK海力士全线零部件涨价10%。受AI扩产潮驱动，设备供需严重失衡，应用材料等巨头纷纷跟进。晶圆厂议价优势不再。
ASML raised component prices across the board by 10%, with Samsung and SK Hynix accepting the price increase, spreading pressure on semiconductor equipment costs.
# AI Hard Technology Tracking: Pat Gelsinger, "Chip Giant": From storage, optical interconnection, and electrical engineering to network architecture, now is the golden age of hardware innovation.

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