阿斯麦因AI芯片需求强劲再度上调全年业绩指引ASML Raises Full-Year Forecasts as AI Boom Drives Chipmaking Demand
荷兰半导体设备制造商阿斯麦（ASML）于周三上调了其全年销售额和毛利率指引，这是该公司今年第二次上调指引。同时，ASML公布了超预期的季度业绩，这主要得益于客户持续扩大人工智能（AI）芯片的生产。受此消息推动，ASML股价在开盘时上涨超过7%。作为全球唯一一家制造用于生产最先进半导体的极紫外（EUV）光刻机公司，ASML目前预计全年销售额将在430亿欧元（约合490亿美元）至450亿欧元之间，毛利率在54%至56%之间；而此前的预测为年净销售额360亿至400亿欧元，毛利率为51%至53%。ASML首席执行官Christophe Fouquet表示，今年上半年的订单量保持“极其强劲”，这一势头促使公司计划在2026年将低数值孔径极紫外（low NA EUV）产能和深紫外（DUV）浸润式产能各提升30%。
Dutch semiconductor-equipment maker ASML on Wednesday raised its full-year sales and gross margin guidance for the second time this year, alongside reporting stronger-than-expected quarterly results as customers continue to ramp up production of AI chips. Following the announcement, shares of ASML, the world's sole manufacturer of extreme ultraviolet (EUV) lithography machines used for advanced semiconductors, jumped over 7% at the market open. The company now expects full-year sales to come in between 43 billion euros ($49 billion) and 45 billion euros, with a gross margin of 54% to 56%, up from its previous forecast of 36 billion to 40 billion euros in net sales and a 51% to 53% gross margin. CEO Christophe Fouquet stated that order intake remained 'extremely strong' in the first half of the year, prompting plans to increase both its 2026 low NA EUV capacity and 2026 Deep Ultraviolet (DUV) immersion capacity by 30%.
01业绩指引上调与市场反应Guidance Hike and Market Reaction
在周三公布的最新财务预测中，阿斯麦（ASML）将其全年销售额预期区间上调至430亿至450亿欧元（约合490亿美元），这比此前预测的360亿至400亿欧元有了显著提升。与此同时，该公司还将全年的毛利率指引从先前的51%至53%区间，调高到了54%至56%之间。这一调整标志着这家欧洲市值最高的公司在今年内第二次上调其全年业绩指引。
In its latest financial update on Wednesday, ASML raised its full-year sales outlook to a range of 43 billion euros ($49 billion) to 45 billion euros, representing a significant increase from its earlier forecast of 36 billion euros to 40 billion euros. The Dutch semiconductor-equipment manufacturer also upgraded its full-year gross margin guidance to between 54% and 56%, up from the previously estimated range of 51% to 53%. This revision marks the second time this year that Europe's most valuable company has raised its annual performance guidance.
由于该公司公布的第二季度业绩超出了伦敦证券交易所集团（LSEG）的共识预期，市场对此做出了积极反应。在周三交易日开盘时，ASML的股票价格迅速飙升，涨幅超过7%。这一强劲的市场表现反映了投资者对该公司在半导体设备领域领先地位以及其最新财务预测的信心。
The market reacted positively to the announcement, which accompanied second-quarter financial results that beat the consensus estimates compiled by LSEG. Following the release of these stronger-than-expected quarterly figures, ASML's shares surged by more than 7% immediately at the market open on Wednesday. The sharp upward movement in the stock price reflects robust investor confidence in the company's financial trajectory and its critical role in the global chip supply chain.
02AI热潮推动芯片制造设备需求AI Boom Driving Chipmaking Demand
全球范围内对人工智能（AI）芯片的持续强劲需求，已成为推动阿斯麦（ASML）设备订单增长的核心动力。随着各大科技巨头和半导体制造商不断扩大AI芯片的生产规模，他们对高精度芯片制造设备的需求也随之急剧上升。这一趋势直接促使ASML的客户持续加大对其光刻系统的采购力度，从而推动了该公司业绩指引的再度上调。
The relentless global demand for artificial intelligence (AI) chips has become the primary driver behind the surging orders for ASML's advanced equipment. As major technology firms and semiconductor manufacturers continuously ramp up their production capacity for AI-related processors, their reliance on high-precision manufacturing systems has intensified. This ongoing expansion by customers has directly translated into sustained demand for ASML's lithography systems, prompting the company's upward financial revisions.
作为全球半导体产业链中的关键一环，ASML拥有极其独特的市场地位。它是世界上唯一一家能够制造极紫外（EUV）光刻机的公司，而这种先进的设备是生产最先进、最微小半导体芯片所不可或缺的。由于AI技术的快速普及对高性能计算芯片提出了更高的要求，ASML在高端光刻机市场上的垄断地位，使其成为这场全球AI基础设施建设热潮中的核心受益者。
Within the global semiconductor supply chain, ASML occupies a highly unique and critical market position. It stands as the world's sole manufacturer of extreme ultraviolet (EUV) lithography machines, which are absolutely essential for producing the most advanced and sophisticated microchips. As the rapid proliferation of AI applications fuels the need for high-performance computing power, ASML's exclusive capability to supply these cutting-edge machines positions it at the center of the global tech infrastructure expansion.
03订单强劲与2026年产能扩张计划Strong Order Intake and 2026 Capacity Expansion Plans
阿斯麦（ASML）首席执行官克里斯托夫·富凯（Christophe Fouquet）强调了公司强劲的运营势头，并指出今年上半年的订单量保持“极其强劲”。这种持续不断的客户订单流入，反映出全球芯片制造商对锁定先进光刻系统以支持其长期生产规划的迫切需求。
ASML Chief Executive Officer Christophe Fouquet highlighted the company's robust operational momentum, stating that order intake remained "extremely strong" during the first half of the year. This sustained influx of customer commitments reflects the urgent need among global chipmakers to secure advanced lithography systems to support their long-term production roadmaps.
为了应对如此高水平的需求，富凯宣布阿斯麦将致力于大幅提升其制造能力。具体而言，该公司计划在2026年将低数值孔径（low NA）极紫外（EUV）光刻机产能以及深紫外（DUV）浸润式光刻机产能各提升30%。这一双管齐下的产能扩张计划，旨在确保阿斯麦在未来几年能够充分满足半导体行业对最前沿及成熟芯片制造技术的需求。
To address this high level of demand, Fouquet announced that ASML will target a significant expansion of its manufacturing capabilities. Specifically, the company plans to increase both its 2026 low numerical aperture (low NA) EUV capacity and its 2026 Deep Ultraviolet (DUV) immersion capacity by 30%. This dual-track expansion strategy is designed to ensure that ASML can sufficiently supply the industry's requirements for both leading-edge and mature semiconductor manufacturing technologies in the coming years.
