On July 1, Glon Hui reported that according to TrendForce, Taiwan Semiconductor's 2nm process will be mass produced in 2025, and equipment manufacturers are delivering intensively. TSMC will receive more than 60 machines this year and next year, with a total cost of about NT$400 billion (about RMB 89.5 billion). Driven by demand from TSMC and other leading companies, ASML's lithography machine shipments will increase by 30% in 2025, including 53 units this year and 72 units next year.
机构：预计阿斯麦光刻机出货量2025年将增长30%
Institutions: It is expected that ASML Holding's lithography shipments will increase by 30% by 2025.
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