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
This surge is largely driven by robust orders from key players in the cutting-edge chip manufacturing sector, such as Taiwan's 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.
計算機-半導體設備領先供應商ASML Holding NV（納斯達克：ASML）有望經歷新訂單的激增，這是由於對人工智能芯片日益增長的需求。該公司的新CEO在週三公佈第二季度業績時可能會宣佈這一發展。
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.
據路透社報道，預期訂單的增加歸因於對人工智能芯片日益增長的需求，這一趨勢預計將促使ASML的客戶擴大其生產能力。
"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.
“我們預計ASML收到的訂單價值將接近50億歐元（約合54.5億美元），高於共識估計。”，Mihuzo的分析師Kevin Wang表示。台積電的強勁訂單推動了ASML的EUV產品線的訂單。
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).
這種激增在很大程度上是由於來自先進芯片製造領域的關鍵參與者，例如臺灣台積電有限公司（紐交所：TSM），該公司爲NVIDIA Corp.（納斯達克：NVDA）和Apple Inc.（納斯達克：AAPL）生產芯片所推動的。
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預計將在中美芯片爭端持續時期公佈這些業績。該公司的估值約爲4000億歐元（約4360億美元），已將2024年定位爲“轉型”之年，並預期2025年由於最先進工具的需求而實現強勁反彈。
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訂單的預期激增發生在更廣泛地緣政治和市場動態的背景下。近來，美國一直在向日本和荷蘭施壓，要求其加強對向中國出口化工設備的出口管制。
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.
這一舉措旨在限制中國獲得先進半導體科技，這可能增強其軍事能力。這一發展是維護技術優勢和國家安全的廣泛戰略的一部分。
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已被視爲歐洲半導體設備板塊中的熱門股。分析師們指出其在人工智能基礎設施中的關鍵作用，這預計將推動多個擴張。
The increased demand for EUV tools and higher gross margins have led to optimistic revenue and earnings projections for the coming years.
對EUV工具需求的增加和更高的毛利率導致了對未來幾年的樂觀營收和收益預測。
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週一收跌1.99％，收於1063.63美元。在盤後交易中，該股上漲了0.46％。根據Benzinga Pro的數據，ASML的股價今年迄今已上漲48.36％。
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Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
