asml 位于半导体产业最下游，一般来讲，产业链中上游是最受益的。按照彼得林奇的说法，它是卖最原始的铲子的，肯定没有 tsm 和 nvidia 两家在 AI 和半导体浪潮中受益大。
此外，tsm 宣称明后年要在美、日扩建新厂，大概率明后两年会有 1.8nm 和 2nm 的 EUV 新增需求。总之终端期内，asml 业务不会很亮眼。
ASML: Performance Plummets, Is the AI Boom Bypassing Lithography Machines?
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