對AI需求保持樂觀!阿斯麥預計2030年營收將達600億歐元
歐洲最大的科技公司、計算機芯片設備製造商阿斯麥(ASML)週四表示,隨着人工智能技術的迅猛發展,預計未來五年銷售額將增長8%至14%。
阿斯麥的首席執行官Christophe Fouquet在一份聲明中表示,他們有信心將EUV(極紫外光)技術的應用再延長十年。這一技術不僅能夠幫助他們在人工智能領域做出貢獻,還能讓他們抓住這一巨大的市場機遇,從而實現收入和利潤的顯著增長。
阿斯麥預計,到2030年,他們的年收入將達到440億到600億歐元(460億至630億美元),毛利率也將保持在56%到60%之間。這一預測與他們在2022年公佈的長期目標相一致。
然而,儘管阿斯麥認為人工智能的發展為他們帶來了巨大的機遇,但他們在今年10月公佈的第三季度財報中卻未能達到分析師的預期。這主要是因為一些像英特爾和三星這樣的大客户,由於市場環境不佳,推遲了購買設備的訂單。
儘管面臨這樣的挑戰,阿斯麥依然保持着信心。他們相信,隨着人工智能的不斷崛起,未來將為他們帶來前所未有的商業機會。
阿斯麥是全球唯一一家生產光刻機的公司,而光刻機可以幫助半導體公司生產先進芯片,這些芯片為蘋果公司的智能手機和英偉達的AI加速器等產品提供動力。因此,阿斯麥通常被視為整個行業的風向標,也是全球半導體需求的早期指標。
週四,阿斯麥美股盤前升超3%,報694.1美元。今年以來,該股已下跌逾10%。

儘管阿斯麥在10月份下調了明年的銷售預期,但該公司週四表示,將維持其支出重點。阿斯麥目前正在進行120億歐元的回購,直至2025年,其中只有14%被回購。
阿斯麥首席財務官 Roger Dassen 在聲明中表示:“我們確認了我們的資本配置策略,並希望通過增加股息和股票回購等方式繼續向股東返還大量現金。”
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