ASML中国区总裁沈波：AI正加速半导体产业生态系统创新

Core Insights - ASML is showcasing its comprehensive lithography solutions at the China International Import Expo, emphasizing the integration of lithography machines, computational lithography, and electron beam measurement technologies to support the evolution of Moore's Law in the AI era [1] - The company aims to enhance communication and interaction with partners and the semiconductor industry while adhering to legal and compliance principles to support sustainable development in China [1] - AI is identified as a key driver for both advanced and mainstream semiconductor processes, accelerating innovation within the industry ecosystem [1] Industry Trends - The demand for chips across various process nodes is surging due to AI's profound impact on society and daily life, with mainstream chips playing a crucial role in this growth [1] - The semiconductor industry faces challenges related to computing power and energy consumption, with sustaining Moore's Law being a critical response to these issues [1] Technological Innovations - To address the challenges, two main directions are proposed: improving AI model efficiency and enhancing chip performance through 2D scaling and 3D integration [2] - ASML has launched its first lithography machine for advanced packaging, the TWINSCAN XT:260, which boasts a production efficiency increase of up to 4 times compared to existing models [2] Market Presence - ASML has been operating in China for over 30 years, with a significant presence including offices in 17 cities, 15 logistics centers, 3 development centers, 1 training center, and 1 maintenance center [2] - The company employs over 2,000 people in mainland China, with a year-on-year growth of approximately 10% [3] Financial Performance - In 2023, the net system sales proportion from the China region was 27% in Q1, 27% in Q2, and 42% in Q3, with an expected 41% for 2024 [3] - The increase in market share in China is attributed to the cyclical nature of the semiconductor industry and the ability to fulfill backlog orders from Chinese clients [3] Future Outlook - The global semiconductor sales are projected to exceed $1 trillion by 2030, driven by AI infrastructure and other core growth engines [3] - The demand for servers and computing power is expected to lead to significant growth in the semiconductor industry as AI applications become more prevalent in consumer and industrial sectors [4]