23:57影响评分 9595ASML计划提价Low-NA EUV光刻机,TSMC成本增数亿ASML计划上调现有Low-NA EUV光刻机售价,TSMC面临数亿美元额外成本。随着光刻机生产效率提升,ASML基于价值定价策略逐步涨价,且Q2营收创纪录。利多ASML股价,利空TSMC资本开支。EUV Lithography MachineLow-NA EUV ScannerASML、TSMC价格波动展开相关厂商ASML、TSMC料号NXE:3800ENXE:3600DNXE:3400C影响评分95 / 100,高影响