[情報] ASML Q1財報略高於預期,滿手訂單

1. 標題：ASML Q1 earnings beat forecasts slightly, bookings seen strong
2. 來源：Reuters
3. 網址：https://bit.ly/3ExS1TW

4. 內文：

AMSTERDAM (Reuters) - ASML Holding NV, a key supplier to computer chip makers, reported on
Wednesday first-quarter sales of 3.5 billion euros ($3.8 billion) and net
income of 695 million euros, slightly ahead of expectations.

路透阿姆斯特丹9月11日電 -- 電腦晶片製造商的主要供應商阿斯麥控股(ASML Holding
NV)週三公佈第一季度銷售額為35億歐元(合38億美元) ，淨利潤為6.95億歐元，略高於預期。

Bookings remain strong as customers race to increase capacity amid a global
semiconductor shortage, said ASML, which is Europe's largest technology
company by market capitalisation, at 226 billion euros.

由於全球半導體短缺，客戶競相增加產能，預訂量依然強勁，ASML 表示，該公司是歐洲市值最大的科技公司，預訂量為2260億歐元。

"We are working very, very hard to navigate all the supply chain issues that
everyone is dealing with," chief financial officer Roger Dassen said in a
statement.

首席財務官羅傑‧達森(Roger Dassen)在一份聲明中表示: “我們正在非常、非常努力地
處理所有人都在處理的供應鏈問題。”。

The company forecast second quarter sales of 5.1-5.3 billion euros and left aforecast for full year sales growth of 20% unchanged. Net bookings in the
quarter were 7 billion euros.

該公司預計第二季度銷售額為51-53億歐元，全年銷售額增長20% 的預期保持不變。該季度的淨預訂量為70億歐元。

ASML is the dominant maker of lithography systems, and its machines are used
to create the circuitry of most computer chips.

阿斯麥是主要的光刻系統製造商，它的機器被用來製造大多數電腦晶片的電路。

Analysts had forecast net income of 621 million euros on revenue of 3.44
billion, according to Refinitiv data.

根據 Refinitiv 的資料，分析師此前預計淨利潤為6.21億歐元，營收為34.4億歐元。
In January, ASML forecast first-quarter sales of 3.3-3.5 billion euros.

今年1月，ASML 預計第一季度銷售額為33-35億歐元

Dassen said full year gross margins might be closer to 52%, rather than the
53% the company forecast in January, in part due to rising labour, transport,energy and cost increases.

達森表示，公司全年毛利率可能接近52% ，而不是1月份預測的53% ，部分原因是勞動力、交通、能源和成本的上升。

ASML, which expects to catch up with its current order backlog only sometime
in 2024, is taking steps to cut delivery times and increase productivity of
its tools, even as it tries to expand production.

阿斯麥公司期望在2024年的某個時候才能趕上目前的訂單積壓，正在採取措施縮短交貨時間和提高工具的生產率，儘管它試圖擴大生產。

Not included in first quarter sales were equipment worth about 2 billion
euros that customers asked to have shipped immediately, before it was fully
tested.

不包括在第一季度銷售的設備價值約20億歐元，客戶要求已立即運出，在它被充分測試。

Those deliveries cannot yet be booked as sales, but ASML expects to recognisethat revenue over the coming quarters.

這些交貨目前還無法作為銷售額入帳，但阿斯麥預計在未來幾個季度實現這一收入。

Dassen said the company had received "multiple" orders for its next
generation "EUV High NA" machine, which is still being developed. For the
first time, there were makers of memory chips among such clients, he added.

達森表示，該公司已收到“多個”訂單，其下一代“ EUV 高 NA”機，仍在開發中。他補
充稱，這些客戶中首次出現了記憶體晶片製造商。

ASML's biggest customers are TSMC, Samsung (KS:005930) and Intel
(NASDAQ:INTC), though memory chip makers SK Hynix and Micron (NASDAQ:MU) and
all major chipmakers are also customers.

阿斯麥最大的客戶是台積電(TSMC)、三星(Samsung)(KS: 005930)和英特爾(Intel:
NASDAQ: INTC) ，不過存儲晶片製造商 SK 海力士(SK Hynix)和美光(Micron: NASDAQ:
MU)以及所有主要晶片製造商也是客戶。

The company has forecast average annual sales growth of 11% through 2030 as
part of a structural increase in chip demand.

作為晶片需求結構性增長的一部分，該公司預計到2030年年均銷售增長率為11% 。

Shares closed at 561.60 euros on Tuesday, down 21% for the year to date,
though more than double their price in April 2020.

週二，該公司股價收于561.60歐元，今年迄今為止下跌了21% ，不過是2020年4月價格的兩倍多。

($1=0.9246 euros)

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https://news.cnyes.com/news/id/4854023 五天前的風向

大摩認為，由於需求趨緩，終端業者有可能下調晶片庫存規模，晶圓代工的成長可能正面臨逆風

大和資本也指出，終端存在庫存調整風險，明年半導體景氣恐有變化

瑞信則認為，考量通膨壓力、中國疫情封城、俄烏衝突造成終端需求不確定

小摩也認為，隨著邏輯 IC 景氣即將衰退

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