ASML：预计中国大陆市场的营收占比将超过25%

Group 1 - The core viewpoint is that ASML's CEO indicates that the revenue share from the Chinese mainland market is expected to exceed 25% [1] - Artificial intelligence remains the main growth driver in the logic and memory chip sectors [1] - The logic chip market is projected to grow compared to 2024 as customers are increasing production capacity for advanced process chips [1] Group 2 - The memory chip market remains strong, with customers continuing to invest in the latest high bandwidth memory (HBM) and fifth-generation double data rate random access memory (DDR5) products [1] - The expected revenue share from the Chinese mainland aligns with the current status of undelivered orders [1]