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ASML finds even monopolists get the blues
Lex专栏:阿斯麦发现即使垄断也非无忧

Dutch company’s revenue is lumpy due to its exposure to thorny geopolitics and customers’ changing fortunes
受棘手的地缘政治和客户命运的影响,这家荷兰公司的收入并不稳定。

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.

在人工智能繁荣所依赖的产品中拥有几乎垄断的地位应该是一张金奖券。对于芯片制造商英伟达(Nvidia)来说,确实如此。但阿斯麦(ASML)——制造蚀刻硅片的极其复杂的机器,对人工智能崛起同样不可或缺——却发现,身居行业顶端依然会经历起伏。

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