德國蔡司集團（Zeiss Group）對於滿足半導體產業因人工智慧（AI）熱潮而激增的需求充滿信心，並駁斥了投資者對於AI供應鏈可能出現瓶頸的擔憂。為了應對產能需求，蔡司半導體部門不僅擴建了位於奧伯科亨（Oberkochen）的總部，也正在另一個廠區建設新工廠，以優化現有空間並進一步擴大生產規模。

蔡司是荷蘭半導體設備製造商艾司摩爾（ASML）極紫外光（EUV）微影設備的關鍵光學元件供應商，其生產的超平滑反射鏡對於將精細圖案印製到矽晶圓上至關重要。藉由這項深厚的合作關係，蔡司的零組件參與了全球約80%晶片的生產，其半導體部門更在上一財年創下了50.6億歐元的營收新高。

儘管預期來自超大型資料中心的投資將帶動顯著的成長，蔡司與ASML仍面臨中美地緣政治緊張局勢所帶來的潛在風險。隨著美國持續加強對中國的出口管制，甚至提議擴大對深紫外光（DUV）設備的限制，這不僅會影響ASML的業務，也可能波及負責製造設備鏡頭的蔡司。

Germany's Zeiss Group has expressed strong confidence in its ability to meet the surging demand in the semiconductor industry driven by the AI boom, pushing back against investor concerns about potential supply chain bottlenecks. To address capacity needs, the company's semiconductor unit has expanded its Oberkochen headquarters and is building a new factory at another site to optimize space and scale up production.

Zeiss is a critical supplier for the Dutch semiconductor equipment manufacturer ASML, providing ultra-smooth mirrors essential for extreme ultraviolet (EUV) lithography machines that print fine patterns onto silicon wafers. Through this deep partnership, Zeiss components have been involved in producing around 80% of the world's chips, helping its semiconductor division achieve a record revenue of €5.06 billion in the last fiscal year.

Despite expecting significant growth fueled by investments from hyperscalers, Zeiss and ASML face potential risks stemming from geopolitical tensions between the US and China. As the US continues to tighten export controls and proposes further restrictions on deep ultraviolet (DUV) equipment, these measures could impact ASML's business and subsequently affect Zeiss, which manufactures lenses for these tools.