Tokyo Electron：2024年人工智能销售额将增长约150%

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日本领先的半导体生产设备制造商Tokyo Electron（TEL）认为，本财年与人工智能相关的销售额将增长约150%，达到6900亿日元（约合48亿美元），并预计明年的需求将进一步增长，尽管一些投资者对用于人工智能的芯片的前景表示怀疑。TEL财务主管Hiroshi Kawamoto表示，在截至2025年3月的财年中，TEL预计人工智能相关技术将占公司预计合并销售额2.3万亿日元的30%，高于上年...

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Kawamoto表示，在截至2025年3月的财年中，TEL预计人工智能相关技术将占公司预计合并销售额2.3万亿日元的30%，高于上年的15%。Kawamoto认为，在此之后还会继续增长。“根据我们现在收到的利息，（下一个财年）肯定会高于截至2025年3月的财年。我们已经开始看到自己的发展方向。”Kawamoto提到，与人工智能相关的销售额很可能会超过下一财年总额的30%。“需求在上升，销售额和订单每季度都在增加。”此外，尽管面临地缘政治的不利因素，但对中国的销售依然强劲，4-6月占该公司总销售额的49.9%，因为芯片制造商在对华出口限制之前加大了投资。该公司全年对华的销售额可能达到约8000亿日元，与上一财年基本持平。随着该公司整体销售额的增长，中国市场在全年销售额中所占的份额预计将从上一财年的44%下降到35%。对于截至2027年3月的财年，TEL的目标是净销售额达到或超过3万亿日元，营业利润率至少达到35%，而本财年的这一目标预计略高于27%。（校对/张杰）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"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; 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