ASML的CEO彼得·温宁克曾说了一句实话："美国对中国的封锁政策不会有效，因为中国人太聪明了。"这是一个产业巨头在看清局势后的真实反应。

快科技4月23日消息，在日前的北美技术论坛上，台积电又发布了A13、A12两代工艺，都是在2029年问世，属于A14节点的增强版。 更重要的是，台积电这次还正式对下一代EUV光刻机的愿景做了回应，CEO魏哲家表示不会购买High NA EUV光刻机。

Intel fell behind TSMC in the process race over the past decade. It plans to reclaim that lead by adopting ASML’s high-NA systems first. That’s a costly effort, but it might pay off in the long run.

Export restrictions are nothing new for ASML.

EUV光刻机贡献了ASML当季度66%的营收，去年出货了48台EUV光刻机，今年预计会超过60台，明年则有望超过80台，主要动力依然来自存储芯片的需求爆发，意味着韩国明年的营收占比还会提高，SK海力士未来两年就计划安装20台EUV光刻机。

Intel fell behind TSMC in the process race over the past decade. It plans to reclaim that lead by adopting ASML’s high-NA systems first. That’s a costly effort, but it might pay off in the long run.

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