存储芯片暴涨75%背后，EUV光刻机新里程碑，ASML确认：需求大增！ The price of memory chips has soared by 75%. Behind this, a new milestone has been reached in EUV lithography machines. ASML confirmed: The demand has increased significantly! ASML的Q2财报被英特尔High NA EUV的标题吸走了注意力，但真正的结构性信号是：存储芯片厂商采购占比达到49%，逼近历史性地与逻辑芯片平分秋色。AI不只是在重塑GPU赛道，它正在把整个存储产业变成资本密集型战场。与此同时，ASML的EUV产能已经被锁定到2028年——当产业链最上游的公司提前两年确认订单覆盖率，说明AI基建的确定性已经从"判断"变成了"合同"。#ASML#EUV光刻机#纵论天下之事#科技#半导体#芯片制造#人工智能#科技数码#存储芯片#AI#人工智能#光刻机#好视频扶持计划 - @zongluntianxia