德国蔡司集团（Zeiss Group）对于满足半导体产业因人工智慧（AI）热潮而激增的需求充满信心，并驳斥了投资者对于AI供应链可能出现瓶颈的担忧。为了应对产能需求，蔡司半导体部门不仅扩建了位于奥伯科亨（Oberkochen）的总部，也正在另一个厂区建设新工厂，以优化现有空间并进一步扩大生产规模。

蔡司是荷兰半导体设备制造商艾司摩尔（ASML）极紫外光（EUV）微影设备的关键光学元件供应商，其生产的超平滑反射镜对于将精细图案印制到矽晶圆上至关重要。借由这项深厚的合作关系，蔡司的零组件参与了全球约80%晶片的生产，其半导体部门更在上一财年创下了50.6亿欧元的营收新高。

尽管预期来自超大型资料中心的投资将带动显著的成长，蔡司与ASML仍面临中美地缘政治紧张局势所带来的潜在风险。随著美国持续加强对中国的出口管制，甚至提议扩大对深紫外光（DUV）设备的限制，这不仅会影响ASML的业务，也可能波及负责制造设备镜头的蔡司。

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.