荷兰半导体设备巨头ASML预计，中国今年将占其总销售额的约20%。尽管美国对较不先进芯片制造机械的出口限制施加越来越大的压力，但该公司在上一季度向中国市场的出货量仍增长了一倍以上。
Dutch semiconductor equipment giant ASML expects China to account for about 20 per cent of its total sales this year, after seeing shipments to the market more than double during the previous quarter despite mounting US pressure for tighter export restrictions on less advanced chipmaking machinery.
根据该公司周三发布的财报，ASML在中国的销售额在第三季度相比前三个月激增109%。这使得中国在ASML机器销售中的占比升至23%，而第二季度为14%。
The company’s sales to China surged 109 per cent in the third quarter compared with the previous three months, according to financial results released on Wednesday. That took China’s share of ASML’s machine sales to 23 per cent, up from 14 per cent in the second quarter.
收入增长之际，荷兰首相罗布·杰滕正面临来自华盛顿的压力，要求其收紧对华芯片制造机械的出口限制。
The revenue jump comes as Dutch Prime Minister Rob Jetten faces pressure from Washington to tighten restrictions on sales of chipmaking machines to China.
上个月，杰滕在接受彭博社采访时表示，他有信心荷兰将就美国提出的《匹配法案》达成协议，该法案旨在进一步限制ASML向中国出口较不先进的光刻机。
Last month, Jetten expressed confidence in a Bloomberg interview that the Netherlands would reach an agreement with the United States regarding Washington’s proposed Match Act, which aims to further restrict ASML’s ability to export less advanced lithography machines to China.
知情人士此前曾向《南华早报》透露，杰滕计划于明年春天访问中国。
Sources familiar with the matter previously told the South China Morning Post that Jetten was scheduled to visit China next spring.
ASML首席执行官克里斯托弗·福凯在投资者电话会议上强调，只要中国客户能够继续获得该公司的产品，他们就没有强烈动力去研发国内替代设备。
ASML CEO Christophe Fouquet stressed during an investor call that Chinese customers were not highly motivated to develop domestic alternative equipment as long as they had continued access to the company’s products.
他补充称，中国要赶上ASML的技术水平，还有“非常、非常长的路要走”。
He added that China still had a “very, very long way to go” to match ASML’s technology.
ASML集团首席财务官罗杰·达森表示，鉴于中国正在提升芯片产能，ASML预计中国的需求将在2027年及以后保持强劲。
The firm expected demand from China to remain strong for 2027 and beyond, given the country’s chip capacity build up, said Roger Dassen, the group’s chief financial officer.
尽管面临地缘政治逆风，ASML仍将其2026财年全年销售指引下限上调至440亿欧元（约合492.5亿美元），并将毛利率预测维持在约56%，即此前区间的上限，同时伴随进一步的产能扩张计划。
Despite the geopolitical headwinds, ASML raised the lower end of its full-year 2026 sales guidance to €44 billion (US$49.25 billion) and pinned its gross margin forecast at around 56 per cent, the upper end of its earlier range, accompanied by further capacity expansion plans.
达森表示，第四季度的收入预计将达到“142亿至152亿欧元”，并补充说，销售势头正“确实非常、非常强劲地积累”。
Revenue in the fourth quarter was expected to reach “between €14.2 and €15.2 billion”, Dassen said, adding that sales momentum was “really very, very strongly building up”.
我们正在寻找方法，尤其是在2028年及以后，进一步扩大产能克里斯托弗·福凯，ASML 强劲的2026年收入——预计将增长36%——主要受到对ASML先进极紫外光（EUV）机器的强劲需求推动，这些机器的销售额预计今年将增长超过45%。
We are looking at ways, especially in 2028 and beyond, to further extend our capacityChristophe Fouquet, ASML The strong 2026 revenue – which is expected to grow by 36 per cent – is mainly being driven by robust demand for ASML’s advanced extreme ultraviolet (EUV) machines, sales of which are set to rise by over 45 per cent this year.
根据达森的说法，非EUV业务收入预计将增长20%，而已安装基础业务收入预计将增长50%。
Non-EUV business revenue is expected to expand by 20 per cent, with installed base business revenue rising 50 per cent, according to Dassen.
随着增长势头预计将延续至2027年和2028年，ASML表示，其计划在未来两年对低数值孔径（low-NA）EUV系统进行30%的产能扩张将不足以满足需求。
With growth momentum expected to continue into 2027 and 2028, ASML said its planned 30 per cent capacity expansion in low-NA EUV systems for the next two years would not be enough to meet demand.
“我们必须做得更多，我们正在寻找方法，尤其是在2028年及以后，进一步扩大产能，”福凯说道，并补充说，ASML的客户也在为未来几年规划进一步的产能扩张。
“We have to do more and we are looking basically at ways, especially in 2028 and beyond, to further extend our capacity,” said Fouquet, adding that ASML’s customers were also planning further capacity expansions for the coming years.
“我们现在与客户的许多讨论实际上正在转向2027年之后。2028年有大量订单需求。但也有一些强烈的意愿，已经开始为2029年甚至有时甚至2030年下单。”ASML股价在阿姆斯特丹当地时间中午左右，在公告发布后上涨了超过1%。
“A lot of our discussions with our customers now are shifting in fact beyond 2027. A lot of order intake for 2028. But also some strong interest to already place orders for 2029 and sometimes even 2030.”ASML shares were up by more than 1 per cent in Amsterdam at around noon local time following the announcement.