FT商學院

ASML finds even monopolists get the blues
Lex專欄:艾司摩爾發現即使壟斷也非無憂

Dutch company’s revenue is lumpy due to its exposure to thorny geopolitics and customers’ changing fortunes
受棘手的地緣政治和客戶命運的影響,這家荷蘭公司的收入並不穩定。

Holding a virtual monopoly in a product on which the artificial intelligence boom relies should be a golden ticket. For chipmaker Nvidia, it has been. But ASML, which makes extraordinarily complex machines that etch silicon and is no less integral to the rise of AI, has found that ruling the roost can still be an up-and-down affair.

在人工智慧繁榮所依賴的產品中擁有幾乎壟斷的地位應該是一張金獎券。對於晶片製造商輝達(Nvidia)來說,確實如此。但艾司摩爾(ASML)——製造蝕刻矽片的極其複雜的機器,對人工智慧崛起同樣不可或缺——卻發現,身居行業頂端依然會經歷起伏。

您已閱讀11%(452字),剩餘89%(3645字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×