ASML ：高数值孔径光刻机 -为何是现在？为何重要？

ab 11 December 2025 Global Research ASML Investor Focus: Part 2 - High NA, why now and why it matters? Part 2 of 4 notes on Investor Focus We are publishing a series of reports to address key inquiries from investors. This series will concentrate on the following topics: 1) The recent AI announcements and their implications for ASML (here); 2) The adoption status of High NA discussed in this report; 3) The memory market outlook, including developments in 4f2 and 3D DRAM adoption and their potential effects; ...