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第五代双倍数据速率随机存取存储器(DDR5)
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ASML预计2025年营收同比增长约15% 正努力减轻关税对行业生态系统的影响
Core Insights - ASML reported strong Q2 2025 results with revenue of €7.7 billion, net profit of €2.3 billion, and a gross margin of 53.7% [1] - The company anticipates continued growth driven by artificial intelligence in the logic and memory chip markets, with EUV business expected to grow by approximately 30% year-over-year [2] - For the full year 2025, ASML expects revenue growth of about 15% and a gross margin of around 52% [3] Financial Performance - Q2 2025 revenue was €7.7 billion, with service sales contributing €2.1 billion [1] - New orders totaled €5.5 billion, including €2.3 billion in EUV orders [1] - Gross margin for Q2 was 53.7%, exceeding expectations due to service upgrades and lower-than-expected tariff impacts [1] Market Outlook - ASML forecasts Q3 2025 revenue between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [2] - The company expects the Chinese market to account for over 25% of revenue, aligning with order backlog [2] - For 2025, the service business is projected to grow by about 20% [2] Long-term Projections - ASML maintains a long-term revenue target of €44 billion to €60 billion by 2030, with gross margins expected to reach 56% to 60% [4] - The company acknowledges increasing uncertainties from macroeconomic and geopolitical factors, including tariffs [4]
ASML:预计中国大陆市场的营收占比将超过25%
news flash· 2025-07-16 07:08
Group 1 - The core viewpoint is that ASML's CEO indicates that the revenue share from the Chinese mainland market is expected to exceed 25% [1] - Artificial intelligence remains the main growth driver in the logic and memory chip sectors [1] - The logic chip market is projected to grow compared to 2024 as customers are increasing production capacity for advanced process chips [1] Group 2 - The memory chip market remains strong, with customers continuing to invest in the latest high bandwidth memory (HBM) and fifth-generation double data rate random access memory (DDR5) products [1] - The expected revenue share from the Chinese mainland aligns with the current status of undelivered orders [1]