瑞银重申达美航空买入评级，聚焦第三、四季度业绩展望

如何下载本站课件？
请联系客服购买获取百度网盘分享链接。QQ652489989或微信q652489989。

瑞银重申达美航空买入评级，聚焦第三、四季度业绩展望

2026年9月，三星电子与阿斯麦宣布扩大先进芯片制造合作，重点涉及高数值孔径极紫外光刻和下一代光掩模技术。三星计划参与12英寸光掩模生态建设，推动行业从长期采用的6英寸规格向更大格式探索，以适应高分辨率制造对生产效率和图形处理的要求。

更大的掩模有望减少部分拼接限制，并改善未来先进芯片的制造成本，但也需要配套材料、设备和检测体系共同发展。三星同时提出，计划到2028年把阿斯麦高数值孔径极紫外光刻引入未来DRAM的大规模生产。该技术利用更高成像分辨率，支持存储器继续缩小结构尺寸，并可能简化部分工艺。双方将结合存储与逻辑制造经验推进研发。需要注意，公告中的2028年属于计划时间，12英寸掩模也仍涉及产业协同和基础设施准备。此次合作体现出芯片微缩越来越依赖设备、材料与制造商共同设计，而非单独提高某一项设备参数。

https://lightroom.adobe.com/shares/d88d348d43e7f5408ebffe673b29f0ad
https://lightroom.adobe.com/shares/7fa953f05bfee04eb01663ad7c04fa5b
https://lightroom.adobe.com/shares/61736cc8acda6d4e810d480604fc1afb
https://lightroom.adobe.com/shares/f5619ae746d5084ca7d90be067b01cc1
https://lightroom.adobe.com/shares/a4bbc52c794bc4489ccdc605aad1022d
https://lightroom.adobe.com/shares/1f5bd0bbbbb992438fe3df275d22c7b5
https://lightroom.adobe.com/shares/3e35e6e09245ce40aa5f7fcdaeba23ee
https://lightroom.adobe.com/shares/dbd6e307fb3f9e418c7b68dd1fa3be6e
https://lightroom.adobe.com/shares/f7804d840d449742840d099deb94ab85
https://lightroom.adobe.com/shares/ac6960cda2cd5e43a5d5d75d40b05598
https://lightroom.adobe.com/shares/b04067f62459554181a7435875db9f2a
https://lightroom.adobe.com/shares/69d524c64119f746acfa94fba6c2396d
https://lightroom.adobe.com/shares/7d63541be9ddba4ebc4a42dbd0ef15e2
https://lightroom.adobe.com/shares/b5d78a989426b84c98fce337c47288eb
https://lightroom.adobe.com/shares/3a4d3b4e3fed044ba892ee58e4397a1a
https://lightroom.adobe.com/shares/61b1ed904126b14eacf25ee64e2f2f9a
https://lightroom.adobe.com/shares/edcc6c6a5ae2da489c76ac099010b5e6
https://lightroom.adobe.com/shares/54d30aaf66e486429e7ce8333207a6ce
https://lightroom.adobe.com/shares/9ed963ad3cfd48409621e6593457c63b
https://lightroom.adobe.com/shares/fc21475c8be3a6479c402d7fd20b646f
https://lightroom.adobe.com/shares/98235b0e9035604a8b9b76cbd84bb16b
https://lightroom.adobe.com/shares/b3308a0260386e40afaaf83e44dc5273
https://lightroom.adobe.com/shares/ea13aeacb99f2247927ffb147894dfd9
https://lightroom.adobe.com/shares/60ba83e58d82f0428c20e2ff32cc44f4
https://lightroom.adobe.com/shares/813cae55bc3b204790962cf95df8ab07
https://lightroom.adobe.com/shares/1f8836c62e93644da6900a9019ad4075
https://lightroom.adobe.com/shares/6cb81be37adb0047b2e8cdcb9f3b7512
https://lightroom.adobe.com/shares/63a9624bf9220144b40d546638f8eaa3
https://lightroom.adobe.com/shares/4cdf2cee30b011428fd359c1bd897a0c
https://lightroom.adobe.com/shares/e2e302fb21b07344ad17c4d91712c55c
https://lightroom.adobe.com/shares/68966023ec23344bb009f345438086f8
https://lightroom.adobe.com/shares/aab57aaa9e3e5246bd2055e956eb5ef5
https://lightroom.adobe.com/shares/2d1738a1c43ca54798abf9df414b1bb3
https://lightroom.adobe.com/shares/6cbfcd50864acb40a25971aebd2def50
https://lightroom.adobe.com/shares/d2f3e82ea206024782a576232b6f593b
https://lightroom.adobe.com/shares/57ea477eeff6ed4e96b712ed8874eb41
https://lightroom.adobe.com/shares/affbd7c29df39744a5bb5ffc1918142c
https://lightroom.adobe.com/shares/af0ce8e6e835a645890234808065d33e
https://lightroom.adobe.com/shares/76fbc07c9704e24aa98d8fed8d6a067a
https://lightroom.adobe.com/shares/b95823b163c8624cba9bdfa2f9827579
https://lightroom.adobe.com/shares/0277144c0c53954ebf1a0b009e351d40
https://lightroom.adobe.com/shares/658d53596d201c43b824d36250d7fbfe
https://lightroom.adobe.com/shares/9deda5453eead74e836a71ba0caf9efa
https://lightroom.adobe.com/shares/d547f97a3de8b54db7a8ff5cb05761dc
https://lightroom.adobe.com/shares/2a105ab09e94124797ace77bb84fd81b
https://lightroom.adobe.com/shares/134ec6528d9f0a43982d389751e7b535
https://lightroom.adobe.com/shares/ba090e743510f2448cb3d28a62da1754
https://lightroom.adobe.com/shares/5c9c8a3aaee4f44d986fa7fe0c756abd
https://lightroom.adobe.com/shares/e31a61f2e47c7249b0ae20a5cc6498f8
https://lightroom.adobe.com/shares/1c10e44304f0bf4d8f940c5b52c4dee6

帮你顶下哈！！