ASML二季度卖了整整100台光刻机！第二台High NA EUV顺利组装中

快科技07-17

快科技7月17日消息，ASML(阿斯麦)今天公布了2024年第二季度财报，形势喜人：净销售额62.43亿欧元，环比增长18.0％；毛利率51.5％，较上季度提升0.5个百分点；净利润15.78亿欧元，环比增长28.9％。二季度新增订单金额达55.67亿欧元，环比大涨54.2％，其中25亿欧元来自EUV光刻机订单，占比已经达到约45％。当季，ASML售出光刻机整整100台，比一季度增加30台，其中...

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The second High NA EUV is being successfully assembled","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1,"NA":1,"03165":0.6},"content_text":"快科技7月17日消息，ASML(阿斯麦)今天公布了2024年第二季度财报，形势喜人：净销售额62.43亿欧元，环比增长18.0％；毛利率51.5％，较上季度提升0.5个百分点；净利润15.78亿欧元，环比增长28.9％。二季度新增订单金额达55.67亿欧元，环比大涨54.2％，其中25亿欧元来自EUV光刻机订单，占比已经达到约45％。当季，ASML售出光刻机整整100台，比一季度增加30台，其中全新光刻机89台、二手光刻机11台，分别增加23台、7台。其中，在0.33数值孔径的EUV光刻机方面，ASML在第二季度向客户发运了新一批的NXE:3800E系统，同时正按计划继续提高产能，预计下半年发运的大部分设备都将是NXE:3800E系统。在0.55高数值孔径（High NA）的新一代EUV光刻机方面，第一台设备正在客户工厂内进行晶圆合格性测试，第二台已在二季度发运给客户，目前正在组装中，进展顺利。ASML表示，总体而言，High NA EUV光刻机方面发展势头良好，客户兴趣浓厚，而且良好地达到了客户预期。截至二季度末，ASML未交付订单的总额已经达到390亿欧元。ASML预计第三季度净销售额在67-73亿欧元，毛利率50％-51％，研发成本约11亿欧元，而且下半年半导体行业将持续复苏，全年预期整体营收与2023年基本持平。对于未来，尽管短期内宏观环境仍带来不确定性，但ASML对长期的增长机会充满信心。ASML保持在2022年11月投资者日上的预期，2025年净销售额有望达到300亿-400亿欧元，2030年将达到440亿-600亿欧元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release,Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2452842411"}