美股异动|阿斯麦EUV光源新突破或将芯片产量提升50%,晶圆代工龙头盘前走强
Group 1 - Leading foundries showed strong pre-market performance, with ASE Semiconductor up 5.6%, UMC up 4.2%, TSMC up 1.8%, and Tower Semiconductor up 1.5% [1] - ASML researchers announced a technological solution to enhance the power of core chip manufacturing equipment's light source, increasing EUV light source power from the current 600 watts to 1000 watts [1] - The higher power will enable the production of more chips per hour, thereby reducing the manufacturing cost per chip [1] Group 2 - By the end of 2030, each piece of equipment is expected to process approximately 330 silicon wafers per hour, a 50% increase from the current capacity of 220 wafers [1]