ASML订单飙升至54亿欧元 AI芯片热潮推动设备需求创新高

环球市场播报
Oct 15
荷兰光刻机巨头阿斯麦第三季度新订单金额较去年同期翻倍

  荷兰光刻机巨头阿斯麦(ASML)第三季度新接订单达到54亿欧元(约合62.7亿美元),较去年同期的26.3亿欧元翻倍,显著高于市场预期的53.6亿欧元,反映出全球AI算力投资浪潮带动高端芯片制造设备需求持续飙升。

  其中,EUV光刻机订单达36亿欧元,远超分析师预估的22.2亿欧元,成为业绩主要驱动力。ASML首席执行官Christophe Fouquet表示:“AI相关投资保持强劲势头,并已扩展至更多客户。”

  受AI产业链拉动,ASML今年股价累计上涨近25%,市值稳居欧洲第一。英伟达英特尔联合开发数据中心及个人计算芯片,三星与OpenAI达成AI基础设施合作,AMD亦宣布与OpenAI共建AI数据中心,均被视为ASML订单增长的前奏。

  公司确认2025年销售目标为增长约15%,达到325亿欧元,毛利率约52%。本季度营收为75.2亿欧元,略低于市场预期但符合指引;净利润达21.3亿欧元,优于预期;毛利率达51.6%,触及公司指引上限。

  ASML同时预计,EUV设备需求明年将继续上升,而对较低端DUV设备的需求将下降,尤其是在亚洲市场。

  富凯表示,欧盟与美国达成的半导体关税上限协议(上限15%)为跨大西洋贸易带来短期稳定。公司预计第四季度营收将在92亿至98亿欧元之间,毛利率介于51%至53%。

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