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ASM太平洋(00522.HK):疫情及中美關係帶來不明朗性 不對第三季新訂單作指引
阿思達克 07-29 12:16
ASM太平洋(00522.HK)公布上半年業績,營業額按年升5.9%,純利則按年升116.9%。行政總裁黃梓達在業績電話會議上表示,今年初環球爆發新型肺炎疫情,多國採取封鎖措施,對經濟表現、消費者情緒及半導體需求都造成影響,半導體行業客戶對資金投入的取態亦因而更加謹慎,有客戶甚至將訂單延遲或取消。

他指,現時集團在中國、新加坡、馬來西亞及歐洲等的生產設施已全面復工,但現時有部分國家出現新一波疫情,加上中美緊張關係持續,因此對半導體行業未來一至兩季的前景展望審慎。在環境不明朗下,集團決定不對今年第三季新訂單作指引,而第三季的收入指引介乎4.8億至5.6億美元。

黃梓達提到,受季節性因素影響,下半年新訂單傳統上會較上半年少,但若5G等的需求增加,亦可以使下半年新訂單提升,而5G屬長期及持續發展,相信會是未來集團三大業務的主要推動力。另外,他稱疫情導致經濟數碼化,及中國製造商加速本地化,都為半導體市場帶來新機會及需求,長遠對行業發展擁樂觀看法。(ek/k)

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