1月28日消息，光刻机巨头ASML宣布将裁员1700人，占员工总数的3.8%！ 这次裁员是ASML在2010年长期扩张后最大的一次裁员。 据ASML最新财报显示，公司2025年第四季度订单远超超市场预期。财报显示，第四季度订单额达132 亿欧元，其中EUV订单74亿欧元，订单积压规模达388亿欧元。此外，第四季度净销售额达97亿欧元创 纪录新高，其中包含两台High NA系统的收入确认。公司2025年全年净销售额达327亿欧元，净利润96 亿欧元，均创历史新高。 值得注意的是，2025年第四季度ASML新售出的光刻系统为94台，二手光刻系统为8台，全年新光刻系 统为300台，二手光刻系统为27台。相比于2024年380台新光刻系统，38台二手光刻系统，出现了下滑。 是说芯语原创，欢迎关注分享 合作洽谈，进入公众号：服务—>商务合作 阿斯麦首席执行官Christophe Fouquet表示，客户近月来对中期市场形势的评估明显转向积极，主要基于 对AI相关需求可持续性的更强预期。2026 年将是阿斯麦公司的又一个增长之年。 ASML首席财务官罗杰表示，公司收到反馈，指出其组织架构过于复杂，导致员工在流程协调上耗费 ...

财报显示，第四季度订单额达132亿欧元，几乎是彭博汇编的分析师平均预期68.5亿欧元的两倍，较上季度的54亿欧元大 幅增长。这一创纪录表现受益于人工智能基础设施的快速发展。此外，订单积压规模达388亿欧元。阿斯麦CEO称， 2026 年将是阿斯麦公司的又一个增长之年。 硬·AI 作者 | 董 静 编辑 | 硬 AI 荷兰光刻机巨头阿斯麦四季度业绩表现超预期，并基于客户对AI需求可持续性的乐观预期大幅提升未来增 长目标。受益于极紫外光（EUV）设备需求强劲及客户扩产计划升级，公司预计2026年将实现持续增长。 1月28日，阿斯麦公布2025年第四季度及全年业绩显示， 第四季度净销售额达97亿欧元创纪录新高 ，其 中包含两台High NA系统的收入确认。 公司2025年全年净销售额达327亿欧元，净利润96亿欧元，均创历 史新高。 01 EUV需求激增驱动订单创纪录 财报显示， 第四季度订单额达132亿欧元 ，几乎是彭博汇编的 分析师平均预期68.5亿欧元的两倍 ，较上 季度的54亿欧元大幅增长。这一创纪录表现受益于人工智能基础设施的快速发展，Meta Platforms Inc.和 微软等科技巨头正投入数千亿美 ...

Core Viewpoint - ASML's fourth-quarter performance exceeded expectations, driven by strong demand for extreme ultraviolet (EUV) equipment and optimistic customer outlook on AI-related demand sustainability, leading to significantly raised future growth targets [1][8]. Financial Performance - In Q4 2025, ASML reported record net sales of €9.7 billion, including revenue from two High NA systems [3][19]. - For the full year 2025, net sales reached €32.7 billion, with a net profit of €9.6 billion, both marking historical highs [3][19]. - Q4 orders amounted to €13.2 billion, nearly double the analyst consensus of €6.85 billion, and significantly up from €5.4 billion in the previous quarter [6][22]. - The order backlog stood at €38.8 billion, providing a solid foundation for future growth [11][22]. Market Outlook - ASML's CEO, Christophe Fouquet, noted a positive shift in customer assessments of the mid-term market, primarily due to stronger expectations for sustainable AI-related demand [8][24]. - The company anticipates that 2026 will be another growth year, with projected net sales between €34 billion and €39 billion and a gross margin maintained between 51% and 53% [8][12][24]. - Q1 2026 net sales are expected to be between €8.2 billion and €8.9 billion, with a gross margin in the same range [12][24]. Shareholder Returns - ASML announced a new stock buyback program of up to €12 billion, effective immediately and running until December 31, 2028 [15][31]. - The company plans to increase the annual dividend for 2025 to €7.50 per share, a 17% increase from 2024 [15][31]. Organizational Changes - ASML is restructuring its technology and IT organization to enhance focus on engineering and innovation, aiming to improve operational efficiency and support future business growth [17][33]. - The company continues to invest in capacity and personnel to meet the growing demand driven by AI in the semiconductor sector [17][33].