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ASMPT(00522.HK)第四季收入指引介乎3.9億至4.6億美元 長期前景樂觀
阿思達克 10-25 10:11
ASMPT(00522.HK)行政總裁黃梓達在業績會議中表示,考到到近期的市場狀況及季節性因素,今年集團第四季的收入指引將介乎3.9億至4.6億美元,以中位數計算,意味按年跌23.2%,按季則降4.2%。他指出,短期內疲弱的經濟及終端市場的電子產品需求,將持續延長產業庫存的調整時間,並限制公司客戶群的資本開支。長期的前景則較樂觀,是由於如AI、5G、汽車電動化等長期結構趨勢,而且有更多公司正為日益活躍的全球供應鏈做好準備,這些都會帶動整體資本開出增加。 黃梓達指,現時集團收到來自領先行業公司的訂單,並在第四季持續看到來自通用人工智能的先進封裝(AP)需求,又相信未來的季度將繼續收到因發展通用人工智能所需的變壓器耦合等離子(TCP)訂單需求。他相信,未來客戶群將會需要更多及更先進的芯片來研究及實踐AI技術。 他預期,目前SMT(表面貼裝技術)的需求正常化,令收入及訂單量按季下跌,並預期第四季該板塊的收入將持續下降,而半導體的收入則較為穩定。
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