阿斯麦首席财务官：放宽AI芯片管制将提振需求

Core Viewpoint - The CFO of ASML, Roger Dassen, indicated that the potential lifting of restrictions on certain AI processors by Washington would be beneficial for chip demand [1] Group 1: Company Insights - ASML produces the world's most advanced chip manufacturing machines and stands to benefit from increased demand if sales restrictions are lifted [1] - The company has retracted its previous growth forecast for next year, citing tariff risks as a key uncertainty [1] Group 2: Industry Context - NVIDIA announced that it received assurances from the U.S. government allowing the export of previously banned chips, which may influence market dynamics [1] - AMD, a major competitor of NVIDIA, also released a similar statement regarding the lifting of restrictions [1] - Trade disputes and global tensions have pressured sales for ASML [1]