ASM International将2027年收入预测上调至超过57亿欧元，此前为超过46亿欧元，因为存储芯片和AI芯片制造商正在扩张。这使其提前三年实现2030年的目标。第三季度收入增长44%，创下11.6亿欧元的新高，ASM计划回购最多3亿欧元的股票。
ASM International raised its 2027 revenue forecast to more than €5.7B, from above €4.6B, as memory and AI chipmakers expand. That reaches its 2030 target three years early. Third-quarter revenue rose 44% to a record €1.16B, and ASM plans a buyback of up to €300M.
ASM International将其2027年销售预测上调约24%，因为构建AI数据中心的公司推动了对芯片的需求，彭博社报道。这家荷兰芯片设备制造商现在预计明年收入将超过57亿欧元，高于7月预测的超过46亿欧元。
ASM International has raised its 2027 sales forecast by about 24% as companies building AI data centres drive demand for chips, Bloomberg reported. The Dutch chip-equipment maker now expects revenue of more than €5.7B next year, up from above €4.6B forecast in July.
这使ASM有望提前三年实现其2030年的销售目标，该公司周二表示。它还计划回购最多3亿欧元的股票。
That puts ASM on track to hit its 2030 sales goal three years early, the company said on Tuesday. It also plans to buy back up to €300M of its shares.
ASM制造在硅晶圆上沉积极薄材料层的机器，这是制造芯片的关键步骤。需求来自存储芯片制造商以及生产用于AI的先进芯片的公司。它是几家从AI热潮中获益的欧洲公司之一，通过销售工具而非构建AI模型来获利。
ASM makes machines that lay down very thin layers of material on silicon wafers, a key step in making chips. Demand is coming from memory makers and from firms producing advanced chips for AI. It is one of several European firms profiting from the AI boom by selling tools rather than building AI models.
“我们的客户群产能依然紧张，客户正在快速提高产量，”首席执行官希舍姆·姆萨德说。
“Capacity remains tight across our customer base, and customers are moving quickly to increase output,” said chief executive Hichem M’Saad.
第三季度收入按固定汇率计算增长44%，达到11.6亿欧元的新高，而净利润下降至3.081亿欧元。两者均超过了分析师的预期。ASM的美国上市股票周二上涨6.7%。
Third-quarter revenue rose 44% at constant currencies to a record €1.16B, while net income fell to €308.1M. Both beat analysts’ estimates. ASM’s US-listed shares rose 6.7% on Tuesday.
其客户包括台积电，该公司计划在今年投资高达640亿美元，此前已连续第六个季度创下创纪录的利润，还有英特尔。ASM警告称，其自身供应链“紧张”，但表示正在与供应商和客户合作以加快交货。
Its customers include TSMC, which plans to spend up to $64B this year after a sixth straight record profit, and Intel. ASM warned that its own supply chain is “stretched,” but said it is working with suppliers and customers to ship faster.
另一家荷兰工具制造商ASML本月表示，在当前产量水平下，它无法满足2027年或2028年的需求。
Fellow Dutch toolmaker ASML said this month that it cannot meet demand in 2027 or 2028 at current output levels.