阿斯麦CEO:马斯克Terafab项目可能面临供应链瓶颈

华尔街见闻06-18 01:42

法国巴黎举行的VivaTech科技大会期间,阿斯麦(ASML Holding NV)首席执行官克里斯托夫·富凯(Christophe Fouquet)表示,在为马斯克的Terafab等新项目提供服务时,公司必须确保不会遭遇供应链限制。

据彭博报道,富凯周三接受采访、被问及来自Terafab的新业务时表示:

“只要供应能力不是瓶颈,新项目就是机会。因此,我们必须确保这一问题得到妥善解决。Terafab是一个大型晶圆厂项目的典型案例。”

富凯表示,人工智能基础设施需求依然“极其庞大”;还谈到了未来在太空建设数据中心的可能性。

截至发稿,阿斯麦周三上涨6%,过去一个月上涨30%。

阿斯麦是全球唯一能够生产最先进光刻机的厂商,而这些设备对于制造用于人工智能训练的尖端芯片至关重要。

本月早些时候,阿斯麦表示将参与马斯克雄心勃勃的Terafab项目。该项目旨在建设足够的半导体产能,以满足马斯克旗下所有企业的芯片需求。

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