ASML Expected To Beat Estimates With Over $5B In Orders During Q2 Thanks To Rising AI Chip Demand
ASML Expected To Beat Estimates With Over $5B In Orders During Q2 Thanks To Rising AI Chip Demand
ASML Holding NV (NASDAQ:ASML), the leading supplier of equipment to computer chip manufacturers, is poised to witness a surge in new orders, driven by the escalating demand for AI chips. This development is likely to be announced on Wednesday when the company's new CEO presents the second-quarter results.
计算机-半导体设备领先供应商ASML Holding NV（纳斯达克：ASML）有望经历新订单的激增，这是由于对人工智能芯片日益增长的需求。该公司的新CEO在周三公布第二季度业绩时可能会宣布这一发展。
What Happened: The anticipated influx of orders is attributed to the increasing demand for AI chips, a trend that is expected to prompt ASML's clients to expand their production capacity, reported Reuters.
据路透社报道，预期订单的增加归因于对人工智能芯片日益增长的需求，这一趋势预计将促使ASML的客户扩大其生产能力。
"We expect ASML's order received value to reach close to €5 billion (approx. $5.45 billion) in the second quarter, higher than consensus estimates", Mihuzo analyst Kevin Wang said, with robust orders from TSMC for ASML's EUV product line.
“我们预计ASML收到的订单价值将接近50亿欧元（约合54.5亿美元），高于共识估计。”，Mihuzo的分析师Kevin Wang表示。台积电的强劲订单推动了ASML的EUV产品线的订单。
This surge is largely driven by robust orders from key players in the cutting-edge chip manufacturing sector, such as Taiwan's Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), which produces chips for NVIDIA Corp. (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL).
这种激增在很大程度上是由于来自先进芯片制造领域的关键参与者，例如台湾台积电有限公司（纽交所：TSM），该公司为NVIDIA Corp.（纳斯达克：NVDA）和Apple Inc.（纳斯达克：AAPL）生产芯片所推动的。
ASML's new CEO, Christophe Fouquet, is expected to present these results amid the ongoing U.S.-China chip dispute. The company, valued at approximately €400 billion (approx. $436 billion), has projected 2024 as a "transition" year, with a strong rebound in 2025 due to the demand for its most advanced tools.
ASML的新任CEO Christophe Fouquet预计将在中美芯片争端持续时期公布这些业绩。该公司的估值约为4000亿欧元（约4360亿美元），已将2024年定位为“转型”之年，并预期2025年由于最先进工具的需求而实现强劲反弹。
Why It Matters: The anticipated surge in orders for ASML comes amid a broader context of geopolitical and market dynamics. The U.S. has been pressuring Japan and the Netherlands recently to tighten export controls on chipmaking equipment to China.
ASML订单的预期激增发生在更广泛地缘政治和市场动态的背景下。近来，美国一直在向日本和荷兰施压，要求其加强对向中国出口化工设备的出口管制。
This move aims to restrict China's access to advanced semiconductor technology, which could enhance its military capabilities. This development is part of a broader strategy to maintain technological superiority and national security.
这一举措旨在限制中国获得先进半导体科技，这可能增强其军事能力。这一发展是维护技术优势和国家安全的广泛战略的一部分。
Moreover, ASML has been highlighted as a top pick in the European semiconductor equipment sector. Analysts have pointed out its crucial role in AI infrastructure, which is expected to drive multiple expansions.
此外，ASML已被视为欧洲半导体设备板块中的热门股。分析师们指出其在人工智能基础设施中的关键作用，这预计将推动多个扩张。
The increased demand for EUV tools and higher gross margins have led to optimistic revenue and earnings projections for the coming years.
对EUV工具需求的增加和更高的毛利率导致了对未来几年的乐观营收和收益预测。
Price Action: ASML closed at $1,063.63, down 1.99%, on Monday. In after-hours trading, the stock gained 0.46%. Year to date, ASML's stock has risen by 48.36%, according to the data from Benzinga Pro.
ASML周一收跌1.99％，收于1063.63美元。在盘后交易中，该股上涨了0.46％。根据Benzinga Pro的数据，ASML的股价今年迄今已上涨48.36％。
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Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote