阿斯麦（ASML）近日公布了2023年第四季度财报，整体表现稳健但略显谨慎。财报显示，该季度净销售额达到72亿欧元，略高于市场预期，主要得益于其光刻机系统的持续交付，尤其是EUV（极紫外光刻）设备的订单需求保持强劲。然而，由于全球半导体行业周期性调整及部分客户延迟提货，新增订单金额较上一季度有所下滑，环比减少约10%。展望2024年，阿斯麦预计第一季度营收将介于50亿至55亿欧元之间，低于市场预期，反映出行业短期内的不确定性。公司强调，长期增长动力依然稳固，人工智能、高性能计算等新兴技术将继续推动高端芯片需求，对其产品和技术领先地位保持信心。
ASML recently released its Q4 2023 financial results, showing a solid yet cautious performance. The company reported net sales of €7.2 billion, slightly above market expectations, driven by continued deliveries of its lithography systems, particularly strong demand for EUV (Extreme Ultraviolet) equipment. However, new order bookings declined by approximately 10% quarter-on-quarter due to cyclical adjustments in the global semiconductor industry and delayed shipments by some customers. For Q1 2024, ASML forecasts revenue between €5.0 billion and €5.5 billion, below market projections, reflecting short-term industry uncertainties. The company emphasized that long-term growth drivers remain robust, with emerging technologies like AI and high-performance computing continuing to fuel demand for advanced chips, reinforcing confidence in its technological leadership.
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