![An employee walks past an ASML logo, a Dutch company which is currently the largest supplier in the world of semiconductor manufacturing machines via photolithography systems at the company's headquarters in Veldhoven on April 17, 2018. - They call it "the shrink" -- it's the challenge of how to pack more information onto the microchips which power everything from our phones to our computers, even our coffee machines. And pushing today's boundaries of science and technology is the Dutch company ASML, which since its foundation in 1984 has quietly become a world leader in the semiconductor business. (Photo by EMMANUEL DUNAND / AFP) (Photo credit should read EMMANUEL DUNAND/AFP via Getty Images) An employee walks past an ASML logo, a Dutch company which is currently the largest supplier in the world of semiconductor manufacturing machines via photolithography systems at the company's headquarters in Veldhoven on April 17, 2018. - They call it "the shrink" -- it's the challenge of how to pack more information onto the microchips which power everything from our phones to our computers, even our coffee machines. And pushing today's boundaries of science and technology is the Dutch company ASML, which since its foundation in 1984 has quietly become a world leader in the semiconductor business. (Photo by EMMANUEL DUNAND / AFP) (Photo credit should read EMMANUEL DUNAND/AFP via Getty Images)](https://cdn.statically.io/img/bucket-img.tnlmedia.com/cabinet/2023/07/a8fd26cd-832c-4753-bc82-c8d420e6f08c.jpg?fit=max&w=1280&auto=compress)
![An employee walks past an ASML logo, a Dutch company which is currently the largest supplier in the world of semiconductor manufacturing machines via photolithography systems at the company's headquarters in Veldhoven on April 17, 2018. - They call it "the shrink" -- it's the challenge of how to pack more information onto the microchips which power everything from our phones to our computers, even our coffee machines. And pushing today's boundaries of science and technology is the Dutch company ASML, which since its foundation in 1984 has quietly become a world leader in the semiconductor business. (Photo by EMMANUEL DUNAND / AFP) (Photo credit should read EMMANUEL DUNAND/AFP via Getty Images) An employee walks past an ASML logo, a Dutch company which is currently the largest supplier in the world of semiconductor manufacturing machines via photolithography systems at the company's headquarters in Veldhoven on April 17, 2018. - They call it "the shrink" -- it's the challenge of how to pack more information onto the microchips which power everything from our phones to our computers, even our coffee machines. And pushing today's boundaries of science and technology is the Dutch company ASML, which since its foundation in 1984 has quietly become a world leader in the semiconductor business. (Photo by EMMANUEL DUNAND / AFP) (Photo credit should read EMMANUEL DUNAND/AFP via Getty Images)](https://cdn.statically.io/img/bucket-img.tnlmedia.com/cabinet/2023/07/a8fd26cd-832c-4753-bc82-c8d420e6f08c.jpg?fit=max&w=1280&auto=compress)
全球晶片微影技術領導廠商艾司摩爾(ASML)今(19)日發佈 2023 年第二季財報以及2023 年第三季財測,並預估 2023 年營收將比 2022 年增長逼近 30% 。
根據 ASML 2023 年第二季財報,銷售淨額(net sales)為 69 億歐元,淨收入(net income)為19 億歐元,毛利率(gross margin)為 51.3%,第二季度訂單金額為 45 億歐元,其中有 16 億歐元為 EUV。
ASML 同時公布 2023 年第三季財測,預估銷售淨額約 65 億到 70 億歐元,毛利率約在 50%,此外預估 2023 年營收將比 2022 年增長逼近 30% 。
ASML 總���暨執行長 Peter Wennink 表示 : 「我們第二季的營收為 69 億歐元,落在先前指引的上緣,毛利率 51.3% 高出指引,這主要歸功於本季度浸潤式 DUV 營收增加。」
Wennink 也提到,由於總體經濟不確定性依舊持續,ASML 不同終端市場的客戶目前更加謹慎,也預期其市場將��������������甦,此外復甦的速度也尚未明朗。然而,ASML 的積壓訂單金額達 380 億歐元,需求基礎堅實,可應對這些短期的不確定性。
ASML 預估 2023 年全年成長強勁,營收年成長近 30%
ASML 預估第三季銷售淨額約 65 億到 70 億歐元,毛利率約 50%。預估研發成本約為 10 億歐元,銷售與管理費用(SG&A)約為 2.85 億歐元。儘管不確定性增加,但 DUV 營收強勁,因此 ASML 預估 2023 年全年成長強勁,相較於 2022 年,營收成長率預估逼近 30%,毛利率亦可望小幅提升。
至於股票回購計劃近況、發放股息計劃,ASML 指出,普通股每股 1.45 歐元的期中股息將於 2023 年 8 月 10 日發放。根據目前 2022 - 2025 年的股票回購計劃,ASML 在第二季回購了價值約 5 億歐元的股份 。
核稿編輯:Jocelyn
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