光刻機生產商ASML季績勝預期 稱客戶對資本開支非常審慎
荷蘭晶片光刻機生產商艾司摩爾(ASML.US)公布第三季業績。季度淨利潤18.93億歐元,按年跌3%,高於市場預期的18.1億歐元。每股季度基本純利4.81歐元。季度淨銷售按年跌3%至66.73億歐元,符合市場預期,淨訂單按年跌42%至26.02億歐元。
公司行政總裁Peter Wennink表示,半導體業目前經歷周期底部,客戶預期年底見到轉折點,但繼續對需求復甦情況不確定,公司預期明年仍為過度期。公司財務總監Roger Dassen指,客戶對資本開支非常審慎,對訂購設備亦非常審慎。公司仍有350億歐元訂單未完成,預測2025年將因為明年的不確定而強勁,基於客戶擴大在亞洲及美歐的業務。
另外,對於美國收緊對中國晶片相關管制,公司表示需時檢視潛在影響,並了解中國有限數目的晶圓廠會受影響,涉及先進半導體製造。公司表示,出口管制將中長期影響銷售地區分布,但不預期顯著影響今年財務展望,以及2025和2030年長期發展情景。公司明年業務展望已考慮出口管制因素。
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