Ltd.公司报告称，得益于AI硬件需求的激增，其录得年内最快营收增长，但半导体部门的轻微不及预期凸显了分析师对芯片设备制造商的高期望。
Ltd. posted its fastest revenue growth of the year on surging AI hardware demand, though a slight miss in its semiconductor division underscored the high bar analysts have set for the chip-gear manufacturer.
整体营收同比增长49%，达到52.5亿港币（约6.69亿美元），公司预计第四季度营收为6.7亿至7.3亿美元。
Overall revenue rose 49% to HK$5.25 billion ($669 million) while ASMPT expects fourth-quarter revenue of $670 million to $730 million, according to the company’s earnings report.
公司半导体解决方案部门（包括热压键合和光子学工具）第三季度销售额增长68%，达到29.3亿港币，略低于分析师预期的29.7亿港币，但仍高于上季度水平。
Third-quarter sales in its semiconductor solutions segment, which includes the company’s thermo-compression bonding and photonics tools, rose 68% to HK$2.93 billion. It missed the HK$2.97-billion analyst estimate, but was still above last quarter’s result.
第四季度预订量将保持显著高于去年同期水平，但因一次性因素和电子组装设备业务（即SMT）的前置需求，预计将低于上一季度创纪录的水平。公司表示，AI需求预计将在2027年持续推动营收增长。
Bookings in the fourth quarter will remain significantly elevated year-on-year, but are expected below the record levels seen in the quarter before due to one-offs and front-loaded demand in the electronics assembly equipment business, known as SMT, the company said. AI demand is still expected to drive sustained revenue growth in 2027, the company added.
据路透社周一报道，这家香港上市的芯片设备制造商计划出售其SMT解决方案业务，IDG Capital已成为主要竞购方，该交易可能估值该部门15亿美元。
The Hong Kong-listed chip-gear maker wants to sell off its SMT solutions business, with IDG Capital emerging as the leading bidder, Reuters reported Monday. The deal could value the unit at $1.5 billion.