应用材料Q3营收同比增长8%，但Q4业绩指引不及预期引需求担忧
8月15日，半导体设备制造商应用材料公布的2025财年第三季度业绩超过华尔街预期，但预测当前季度收入将低于预期，导致其股价暴跌近14%。
这家芯片制造设备供应商公布截至7月份的季度每股收益为2.48美元，高于分析师预估的2.36美元；收入增至73亿美元，超过预期的72.2亿美元。
对于第四季度，应用材料预计每股收益在1.91至2.31美元之间，收入在62亿至72亿美元之间，均低于市场共识预期。
首席执行官Gary Dickerson表示："我们目前正在一个充满活力的宏观经济和政策环境中运营，这造成了近期不确定性增加和可见度降低。"
首席财务官Brice Hill表示，前景走弱反映了"中国产能消化以及由于市场集中度和晶圆厂时间安排导致的领先客户非线性需求。"
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