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液化空气集团销售额在持续的人工智能相关需求推动下增长Air Liquide’s Sales Grow on Sustained AI-Related Demand

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在人工智能相关业务部门需求增加的推动下,液化空气集团的营收增至近四年来的最高水平。

Liquide SA revenue grew to its highest in nearly four years, propelled by increased demand in its artificial intelligence-exposed unit.

向半导体工厂供应超纯特种气体和先进材料的电子业务第三季度营收按可比口径增长12%。整体销售额上升至73亿欧元(合81亿美元),高于分析师预期的71亿欧元。

Third-quarter revenue in the electronics business, which supplies ultra-pure specialty gases and advanced materials to semiconductor factories grew 12% on a comparable basis. Overall sales rose to €7.3 billion ($8.1 billion), ahead of the €7.1 billion analysts had expected.

在巴黎上市的液化空气集团是工业气体的三大主要供应商之一,另外两家为林德集团和空气化工产品公司,该集团供应芯片制造中使用的工业气体和先进材料。

Paris-listed Air Liquide is one of the three main providers of industrial gases, along with Linde Plc and Air Products and Chemicals Inc., and supplies industrial gases and advanced materials used in chipmaking.

该集团在周四的一份声明中表示,该部门的增长主要来自亚洲,载气业务的势头得益于新生产单元的启动和产能提升,尤其是在中国。该部门部分其他产品的需求则来自韩国、台湾、新加坡和日本。

Growth for the unit came mostly from Asia, with momentum for carrier gases driven by the start-up and ramp-up of new production units, particularly in China, the group said in a Thursday statement. Demand for some of the unit’s other products came from South Korea, Taiwan, Singapore and Japan.

该公司表示,已在日本投资超过1.7亿欧元用于供应超纯气体,“以支持半导体和人工智能的市场势头”。该公司表示,今年前九个月对电子业务中支持人工智能的投资几乎是2025年全年的两倍。

The company said it invested over €170 million in Japan for the supply ultra-pure gases to “support market momentum in semiconductors and AI.”Investments in the electronics business to support AI almost doubled in the first nine months of the year compared to the full year 2025, the company said.

该公司还表示,已启动本月早些时候宣布的10亿欧元股票回购计划的第一期,以期缓解来自埃利奥特投资管理公司的压力。该公司重申了其财务指引。

The company also said it launched the first €1 billion tranche of its share buyback program announced earlier this month, seeking to assuage pressure from Elliott Investment Management. It reiterated its financial guidance.

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