台積電一句「不買」！ASML 光刻機霸主當場跪地求饒？史上最狂客戶！台積電拒買 High-NA，ASML 被迫打八折求續命! скачать в хорошем качестве

台積電一句「不買」！ASML 光刻機霸主當場跪地求饒？史上最狂客戶！台積電拒買 High-NA，ASML 被迫打八折求續命!

有一天，一家過去只會乖乖排隊掏錢、搶著買設備的晶圓代工廠， 突然在全世界面前，淡淡地說出一句——**不買**。 而被拒絕的對象，還是那家「全世界只有我能造 EUV 光刻機」的荷蘭霸主——**ASML**。 更扯的是，這一句「不買」，硬生生把 ASML 從神壇上拽下來， 逼得全球唯一光刻機巨頭，主動降價、讓利、提出「舊機換新機」方案， 只為了留住這位叫做**台積電**的關鍵客戶。 這不是電影劇本，也不是財經標題黨， 而是真實發生在半導體食物鏈最頂端的一場**世紀博弈**。 在這支影片裡，我們會用六個關鍵點，講透這場「台積電說不買，ASML 被迫低頭」的全過程： 1. **台積電到底坐在什麼高度**，才敢對 ASML 說「不買」還不會被封殺？ 2. 從當年掏 13.8 億美元投資 ASML，到今天反過來讓對方看臉色， **台積電和 ASML 之間的愛恨糾纏**是怎麼一步步反轉的？ 3. High‑NA EUV 到底貴到什麼地步？為什麼連台積電都嫌「不划算」？ 4. 憑什麼台積電敢說：**不用 High‑NA，我照樣能把 2nm、1.xnm 幹出來**？ 5. 台積電一句「先不買」，如何逼得 ASML 主動降價 20%，還附送一整套「跪著求你買」方案？ 6. 這場博弈，真正改變的不是一筆訂單，而是—— **誰才有資格制定半導體世界的遊戲規則**。 你會看到的，不只是設備、制程、參數， 而是：**話語權、成本算計、供應鏈安全，以及誰才是真正王者**的終極較量。 如果你想搞懂： 為什麼一句輕描淡寫的「不買」， 可以讓 ASML 慌、讓全球半導體緊張、讓投資圈全體盯著台積電的嘴臉看—— 那這支影片，你一定要看到最後。 --- This video tells the real story of how *TSMC said “no”* to the world’s only EUV lithography supplier — *ASML* — and forced the Dutch giant to **cut prices, offer trade‑ins, and basically beg to keep the deal alive**. We break down this power game in 6 parts: 1. What kind of *position of power* does TSMC hold to say “we’re not buying” and still walk away unpunished? 2. From paying 1.38 billion USD to invest in ASML in 2012, to making ASML *adjust its roadmap and pricing* today — how did this relationship get completely reversed? 3. What exactly is **High‑NA EUV**? Why is it so insanely expensive that even TSMC calls it “not worth it… for now”? 4. How can TSMC confidently say: **“With existing EUV + process tricks + advanced packaging, we can still push 2nm and beyond”**? 5. How did a single sentence from TSMC make ASML offer around *20% effective discount* via a “trade‑in” scheme and extra support just to secure orders? 6. Why this is not just a business deal, but a *signal that the balance of power in semiconductors is shifting* from tool makers to the fabs that actually turn tech into money. If you want to understand *who truly owns the game* in the post‑Moore’s‑Law era — the equipment monopolists, or the fabs with the orders, know‑how and system‑level integration — watch this video till the end. #台積電 #臺積電 #ASML #光刻機 #EUV #HighNA #先進製程 #2奈米 #3奈米 #半導體產業 #晶圓代工 #供應鏈博弈 #技術戰爭 #成本算計 #摩爾定律 #先進封裝 #CoWoS #晶片戰爭 #科技戰略 #台灣科技 *English:* #TSMC #ASML #EUVLithography #HighNAEUV #Semiconductor #Foundry #2nm #3nm #ChipWar #SupplyChain #TechGeopolitics #MooresLaw #AdvancedPackaging #CoWoS #AIChips #Nvidia #AppleSilicon #TechStrategy #FabVsToolMakers #SemiconductorIndustry