The common theme between ASML, Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck, not their tools. Their service businesses will benefit in '26 in the absence of new capacity adds as customers try to squeeze existing equipment with better yields and higher throughputs.
ASML、Lam和KLA的财报电话会议都一致指出，晶圆厂洁净室的限制才是瓶颈，而非设备本身的问题。由于客户试图通过提高良率和产能来提升现有设备的效率，因此在没有新增产能的情况下，它们的维修业务将在2026年受益。
$华康洁净(SZ301235)$ $圣晖集成(SH603163)$ $亚翔集成(SH603929)$