On July 2, lithography giant ASML announced an increase in its annual revenue guidance, primarily due to the continued growth in demand for advanced lithography equipment related to AI chip manufacturing.
7月2日，光刻巨頭ASML宣布上調其年度營收預測，主要原因是用於AI晶片製造的先進光刻設備需求持續增長。
Leading foundries such as TSMC and Samsung are accelerating the adoption of high numerical aperture EUV lithography machines to meet the demand for AI accelerators, further enhancing the certainty of capacity expansion for advanced processes at 3nm and below.
台積電和三星等領先晶圓代工廠正加速採用高數值孔徑EUV光刻機，以滿足AI加速器的需求，進一步強化3奈米及以下先進製程擴產的確定性。
Industry experts believe that ASML's upward revision is seen as a barometer for the overall semiconductor equipment industry, confirming that AI capital expenditures are still in an expansion cycle.
業界專家認為，ASML的上調被視為整體半導體設備產業的風向球，證實AI資本支出仍處於擴張週期。
Order data from equipment leaders like Applied Materials and Lam Research also validate the strong demand on the equipment side, as the capacity expansion for advanced processes is moving from the planning stage to actual procurement.
應用材料與科林研發等設備龍頭的訂單數據也驗證了設備端的強勁需求，先進製程擴產正從規劃階段邁向實際採購。
The extended equipment delivery cycles further corroborate the tight balance between supply and demand.
設備交期延長進一步印證了供需吃緊的狀況。
ASML 提高年度營收預測，確認產業繁榮
On July 2, lithography giant ASML announced an increase in its annual revenue guidance, primarily due to the continued growth in demand for advanced lithography equipment related to AI chip manufacturing.
7月2日，光刻巨頭ASML宣布上調其年度營收預測，主要原因是用於AI晶片製造的先進光刻設備需求持續增長。
Leading foundries such as TSMC and Samsung are accelerating the adoption of high numerical aperture EUV lithography machines to meet the demand for AI accelerators, further enhancing the certainty of capacity expansion for advanced processes at 3nm and below.
台積電和三星等領先晶圓代工廠正加速採用高數值孔徑EUV光刻機，以滿足AI加速器的需求，進一步強化3奈米及以下先進製程擴產的確定性。
Industry experts believe that ASML's upward revision is seen as a barometer for the overall semiconductor equipment industry, confirming that AI capital expenditures are still in an expansion cycle.
業界專家認為，ASML的上調被視為整體半導體設備產業的風向球，證實AI資本支出仍處於擴張週期。
Order data from equipment leaders like Applied Materials and Lam Research also validate the strong demand on the equipment side, as the capacity expansion for advanced processes is moving from the planning stage to actual procurement.
應用材料與科林研發等設備龍頭的訂單數據也驗證了設備端的強勁需求，先進製程擴產正從規劃階段邁向實際採購。
The extended equipment delivery cycles further corroborate the tight balance between supply and demand.
設備交期延長進一步印證了供需吃緊的狀況。