半導體設備廠ASML下修2025年新訂單，對台積電有利？風險落在2025年
Update: 2024-10-16
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#AI #半導體 #ASML
從半導體設備商ASML的財報預估可看出半導體下游廠商的景氣好壞，而ASML下調了2025年的新訂單，這意謂著半導體的秋天將至嗎？不過，下調新訂單的原因值得玩味。但這是否也預警了2025年的AI場景？這集來聊聊~
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