[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: Changxin's 4F² Architecture Scares Overseas Storage Stocks! Micron Technology hit a near one-month low, while SK Hynix fell for seven consecutive trading days.

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