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阿斯麥十年牛市可期?
uSMART盈立智投 09-30 22:18

電腦芯片製造商的主要供應商之一阿斯麥(ASML.US)週三上調了財務預期,並表示,由於市場對其產品的需求旺盛,該公司到2030年的年收入增幅將達到11%左右。

該公司執行長Peter Wennink在向投資者介紹時表示:”我們對產品需求數量感到非常滿意,這些需求不包括因美國、中國和歐洲對技術主權的追求而可能產生的額外芯片需求。”

在一份市場更新報告中,阿斯麥估計,到2025年,公司收入將達到240億至300億歐元(280億至350億美元),毛利率將高達55%。而此前的預測是,今年的收入在150億至240億歐元之間,毛利率至少爲50%。

阿斯麥表示,公司正受益於所謂的“電子行業的全球大趨勢”,這將爲芯片製造商帶來7.4%的年度增長,而阿斯麥將佔據其中相對較大的份額。

目前,半導體製造商正忙於解決全球芯片短缺的問題,並擴大規模以滿足未來的需求。阿斯麥正以最大產能運作,爲臺積電(TSM.US)、三星和英特爾(INTC.US)等主要芯片製造商供貨。

Wennink表示,儘管需求超出其2025年預測的最高值,但公司仍然會盡量提供足夠的芯片。

根據7月份公佈的第二季度收益,阿斯麥預計2021年銷售額將增長35%,達到近190億歐元,毛利率超過50%,超過了2025年目標區間的最低點。

該公司的股票反映了其強勁的前景,其市值約爲2720億歐元,成爲歐洲最大的科技公司。

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