根据周三发布的新闻稿，ASML（ASML）将其2026年全年销售展望上调至360亿至400亿欧元。此前预期为340亿至390亿欧元。
ASML预计，随着AI基础设施支出推动芯片生产，其光刻系统的需求将保持高位。该公司表示，存储芯片和先进逻辑芯片客户2026年的产能已全部售罄，并且在此之后仍将面临供应限制。
ASML首席执行官克里斯托夫·富凯表示，在可预见的未来，芯片供应很可能无法满足需求。他补充说，客户正在加速2026年及以后的产能扩张计划。
对于第二季度，ASML预计净销售额为84亿至90亿欧元，毛利率为51%至52%。该公司预计全年毛利率为51%至53%。
第一季度，ASML报告净销售额为87.7亿欧元，同比增长约13.3%。中国占净系统销售额的19%，低于上一季度的36%。韩国以45%的占比居首。
ASML为包括台积电（TSM）和英特尔（INTC）在内的芯片制造商生产极紫外和深紫外光刻机。
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