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ASM太平洋(00522.HK)料第四季毛利率按季持平 對5G業務前景樂觀
阿思達克 10-29 12:36
ASM太平洋(00522.HK)行政總裁黃梓達表示,第三季收入接近早前訂立的目標上限,預期在設備市場氣氛改善下,第四季收入將錄得5.3億至5.9億美元。

他表示,鑒於宏觀經濟環境不明朗,自中期起已無再就新增訂單總額及毛利率作預測,做法與同業看齊。首席財務總監周珮芬補充,根據第四季收入預測,估計毛利率水平亦會與上季相若,又指固晶機及引線焊接機業務需求強勁,對新增訂單亦有信心。

黃梓達指,5G進入設備升級週期,市場對高效能運算(HPC)性能的需求不斷增加,5G基建升級所需要的設備數量大增,技術要求亦有所提升,對公司業務前景感樂觀。

談及中美貿易戰的影響,他指出,設備市場主要受消費者市場需求影響,而汽車、電話、智能電話及物聯網市場等需求仍然存在,又指公司客戶群覆蓋廣泛,對此未感擔憂。

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