它分析了以后这么说的
So, putting this all together:
- The new Chinese export controls do pose real risk to ASML’s supply chain, particularly for magnet?based and rare earth component parts, for any components traceable to Chinese rare earths or using Chinese rare earth tech.
- But it’s unlikely to cause immediate breakdown of ASML’s ability to make its products, especially the high end, because many critical components may already be sourced from diverse and non?Chinese supply chains, or use rare earths not under control.
- ASML will need to increase efforts in supply chain audits, find alternative suppliers, redesign or substitute materials where feasible, build buffer inventories, possibly absorb higher costs.
- Over time, if export licensing becomes stringent, or certain rare earths become very constrained, the cost and risk increase materially.
