荷兰芯片制造设备商ASML发布财报，利润表现超越市场预期1。公司表示已获得延伸至2030年的订单关注1。ASML已第三次上调全年销售预期2，此举源于人工智能驱动的芯片工具需求超越当前供应能力12。
然而，ASML预计在2027年至2028年期间将面临产能瓶颈，无法完全满足由人工智能推动的客户需求1。公司第三季度收益表现未达预期2，导致ASML股价下跌2，跌势随后蔓延至美光、SanDisk和英特尔等相关企业2。
Dutch semiconductor equipment manufacturer ASML has delivered earnings that exceeded expectations while signaling robust order momentum extending through 2030 1. The company raised its full-year sales guidance for the third time, driven by artificial intelligence-fueled demand for chip manufacturing tools that continues to outpace available supply 2. However, this optimistic outlook comes with a cautionary note: ASML anticipates it will be unable to meet customer demand driven by AI during the 2027-2028 period due to capacity constraints 1.
Despite the upgraded forecast, ASML's third-quarter revenue fell short of market expectations, triggering a decline in the company's stock price 2. The weakness in quarterly results underscored the challenges facing the industry even as longer-term demand prospects remain robust. The stock decline rippled across the semiconductor ecosystem, with related companies including Micron Technology, SanDisk, and Intel also experiencing share price pressure 2.
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