ASML周三表示，随着公司公布的第三季度利润超出预期，其部分客户正在表达对2029年和2030年订购其关键半导体工具的兴趣。
ASML said Wednesday that some of its customers are expressing interest in placing orders for its critical semiconductor tools for 2029 and 2030 as the company reported third-quarter profit that beat expectations.
这些言论可能会让一直在评估ASML光刻机长期需求前景的投资者感到安慰。
The comments will likely comfort investors who have been looking to assess the longer-term demand outlook for ASML's lithography machines.
“我们的客户继续与我们一起提升其短期和中期设备需求预测，主要受其对AI相关投资规模和持续时间的看法驱动，”首席执行官克里斯托弗·富凯在新闻稿中表示。
"Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments," CEO Christophe Fouquet said in a press release.
“鉴于其需求可见性，一些客户正在表达对我们2029年甚至2030年订单的兴趣。” ASML是全球唯一生产极紫外光刻机的公司，这种关键工具被台积电等公司用于制造世界上最先进的半导体。
"In light of their demand visibility, some customers are expressing an interest in placing orders with us for 2029 and even 2030." ASML is the only company in the world that produces extreme ultraviolet lithography machines, a key tool used by the likes of TSMC to make the world's most advanced semiconductors.
投资者密切关注这家荷兰公司的财报，以寻找AI相关芯片需求的迹象。
Investors closely watch the Dutch company's earnings for signs of AI-related chip demand.
富凯表示，目前为2027年和2028年规划的供应将无法完全满足客户需求。公司正在“调查方法”，以在2028年提高产能，超出此前预测的30%增长。
Fouquet said current supply planned for 2027 and 2028 will not fully meet the demand of its customers. The company is "investigating ways" to increase capacity for 2028 beyond the 30% increase it had previously forecast.
本季度，全球两大芯片制造商三星和台积电承诺使用ASML的高数值孔径极紫外（EUV）光刻机。高数值孔径EUV是ASML的下一代工具，分析师认为这是荷兰公司未来增长的关键。
During the quarter, Samsung and TSMC, the world's two biggest chipmakers, committed to using ASML's High NA extreme ultraviolet (EUV) lithography machines. High NA EUV is ASML's next-generation tool, which analysts see as key to the Dutch firm's future growth.
7月，ASML上调了全年销售额和毛利率预测，因为它继续看到对其工具的强劲需求。公司股价今年已上涨56%。
In July, ASML upped its sales and gross margin forecast for the year as it continued to see strong demand for its tools. Shares of the company have rallied 56% this year.
周三，ASML缩小了全年收入预测范围，并表示现在预计全年净销售额在440亿欧元至450亿欧元（约493亿美元至504亿美元）之间。此前预测的下限为430亿欧元。
On Wednesday, ASML narrowed its full-year revenue forecast and said it now expects net sales of between 44 billion euros and 45 billion euros ($49.3 billion to $50.4 billion). The previous lower end of the forecast was for 43 billion euros.
ASML还表示，预计第四季度净销售额将在142亿欧元至152亿欧元之间。该区间的上限高于LSEG共识估计的142亿欧元。第三季度，ASML的业绩与LSEG共识估计相比如下：净销售额：116.6亿欧元，而预期为117.2亿欧元净利润：49.6亿欧元，而预期为41亿欧元ASML坚持对中国的预测半导体设备制造商表示，预计中国销售额将占其总业务的20%，维持此前的预测。
ASML also said it expects fourth-quarter net sales of between 14.2 billion euros and 15.2 billion euros. The upper end of the range is ahead of LSEG consensus estimates of 14.2 billion euros. For the third quarter, here's how ASML did versus LSEG consensus estimates: Net sales: 11.66 billion euros versus 11.72 billion euros expected Net profit: 4.96 billion euros versus 4.1 billion euros expected ASML sticks to China forecast The semiconductor equipment maker said it expects China sales to account for 20% of its total business, sticking to a prior forecast.
虽然ASML在EUV机器上实际上拥有垄断地位，但《信息》杂志7月的一份报告称，一家未具名的中国公司已开始制造浸没式深紫外光刻（DUV）机器，引用了熟悉情况的人士的说法。
While ASML holds an effective monopoly on EUV machines, a July report from The Information suggested an unnamed Chinese company had begun manufacturing an immersion deep ultraviolet lithography (DUV) machine, citing people familiar with the matter.
ASML在DUV机器的制造方面占据主导地位，而DUV机器的技术水平低于EUV。中国一直在加速其国内半导体供应链的建设，一些投资者担心这可能挑战欧洲和美国的主导地位。然而，分析师对中国提升自身DUV技术的能力提出了质疑。
ASML dominates the manufacturing of DUV machines, which are less advanced than EUV. China has been ramping up its domestic semiconductor supply chain, with some investors concerned it could challenge the European and U.S. dominance. However, analysts raised questions about China's ability to ramp up its own DUV technology.
与此同时，ASML在中国面临着近年来的挑战。该公司受到限制，禁止向中国出售EUV和某些DUV工具。
ASML meanwhile has faced challenges in China over the last few years. The company is restricted from selling EUV and some DUV tools to China.