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ASML says it sold 'absolutely nothing' in Europe in 2026, calls on EU to help create demand
1 report1 sourceupdated 4 days ago
What happened
Summary
光刻机巨头 ASML 说 2026 年它在欧洲的销量是零，一台 EUV 或 DUV 都没卖出去，并公开呼吁欧盟出手刺激需求。正文没披露具体是哪些客户取消订单或推迟扩产，但这个消息对 AI 从业者来说信号很直接：欧洲在算力基础设施建设上已经明显落后于亚洲和美国，未来训练芯片的产能大概率还是会集中在别处。
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Sep 25
- Hacker News front pageASML says it sold 'absolutely nothing' in Europe in 2026, calls on EU to help create demand
Lithography giant ASML says it sold zero systems in Europe in 2026 and is urging the EU to stimulate demand. The post doesn't specify which customers or orders fell through, but the headline makes clear Europe's weak appetite for advanced chipmaking gear. For AI practitioners, this signals Europe is falling behind Asia and the US in compute infrastructure, likely concentrating future training-chip capacity elsewhere.