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ASM太平洋(00522.HK):疫情及中美关系带来不明朗性 不对第三季新订单作指引
阿思达克 07-29 12:16
ASM太平洋(00522.HK)公布上半年业绩,营业额按年升5.9%,纯利则按年升116.9%。行政总裁黄梓达在业绩电话会议上表示,今年初环球爆发新型肺炎疫情,多国采取封锁措施,对经济表现、消费者情绪及半导体需求都造成影响,半导体行业客户对资金投入的取态亦因而更加谨慎,有客户甚至将订单延迟或取消。

他指,现时集团在中国、新加坡、马来西亚及欧洲等的生产设施已全面复工,但现时有部分国家出现新一波疫情,加上中美紧张关系持续,因此对半导体行业未来一至两季的前景展望审慎。在环境不明朗下,集团决定不对今年第三季新订单作指引,而第三季的收入指引介乎4.8亿至5.6亿美元。

黄梓达提到,受季节性因素影响,下半年新订单传统上会较上半年少,但若5G等的需求增加,亦可以使下半年新订单提升,而5G属长期及持续发展,相信会是未来集团三大业务的主要推动力。另外,他称疫情导致经济数码化,及中国制造商加速本地化,都为半导体市场带来新机会及需求,长远对行业发展拥乐观看法。(ek/k)

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