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ASML将无法在2027年、2028年满足AI驱动的客户需求ASML will be unable to meet AI-driven customer demand in 2027, 2028

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2026年9月18日,印度新德里,在年度半导体会议“印度半导体展2026”上,阿斯麦展台的全景。路透社/巴维卡·查布拉A general view of the ASML kiosk at the Semicon India 2026, an annual semiconductor conference, in New Delhi, India, September 18, 2026. REUTERS/Bhawika Chhabra

10月14日:ASML周三表示,其芯片印刷工具的AI驱动需求如此强劲,以至于将无法在2027年或2028年完全满足客户需求,公司正在寻找进一步扩大产能的方法。

Oct 14 : ASML said on Wednesday AI-driven demand for its chip-printing tools is so strong that it will not be able to fully meet customer demand in 2027 or 2028 and it is looking at ways to further expand capacity.

作为制造计算机芯片所需设备的最大制造商,ASML预测2026年第四季度销售额将达到142亿欧元至152亿欧元(约159亿美元至170亿美元),高于分析师预期,毛利率约为57%。LSEG调查的分析师此前预期其销售额为141.9亿欧元。

The biggest maker of equipment needed to manufacture computer chips forecast sales for the fourth quarter of 2026 of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion), above analyst expectations, with a gross margin of around 57 per cent. Analysts polled by LSEG had expected sales of €14.19 billion.

“我们目前与客户的许多讨论实际上正在转向2027年之后,” 首席执行官克里斯托弗·福凯在一份声明中表示。

"A lot of our discussions with our customers now are shifting in fact beyond 2027," CEO Christophe Fouquet said in a statement.

7月,该公司表示将在2027年将产能提高30%,并在2028年再提高30%。

In July the company said it would increase capacity in 2027 by 30 per cent and again by 30 per cent in 2028.

福凯表示,公司目前正看到“大量2028年的订单需求。但也有一些强烈的意愿,希望已经为2029年甚至有时甚至2030年下订单。”}

Fouquet said the company was now seeing "a lot of order intake for 2028. But also some strong interest to already place orders for 2029 and sometimes even 2030."