如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自 technews 。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 韩国记忆体大厂SK 海力士3 日宣布，已将记忆体业界首套量产型高数值孔径极紫外曝光机（High NA EUV）引进韩国利川M16 工厂，并举行设备入厂庆祝仪式。 SK 海力士表示，高数值孔径极紫外曝光机拥有比当前标准EUV 更高数值孔径，由于数值孔径是 来衡量透镜汇聚光线能力的数值。因此，数值孔径越大，电路图案绘制的精密度越高。可进一步大 幅提升解析度，优化绘制当前最微细的电路图案的过程，预计将在缩小线宽和提升整合度方面发挥 关键作用。 设备入厂庆祝仪式，ASML 韩国公司总经理金丙灿、SK 海力士未来技术研究院长兼技术总管 （Chief Technology Officer，CTO） 车宣龙、SK 海力士制造技术担当李秉起等领导共同出席， 庆祝下一代DRAM 生产设备的引进。 SK 海力士指出，全球半导体市场竞争愈发激 ...

Core Viewpoint - ASML reported strong Q2 2025 results with net sales of €7.7 billion, a gross margin of 53.7%, and a net profit of €2.29 billion, driven by robust demand for EUV lithography systems and a significant increase in new orders [1][2][3]. Financial Performance - Q2 2025 net sales reached €7.692 billion, slightly down from Q1 2025's €7.742 billion, but still within the guidance range [4]. - Gross profit for Q2 2025 was €4.13 billion, with a gross margin of 53.7%, slightly lower than Q1's 54.0% [4]. - Net income for Q2 2025 was €2.29 billion, translating to earnings per share (EPS) of €5.90, down from €6.00 in Q1 [4][3]. Order and Sales Dynamics - New orders surged to €5.541 billion in Q2 2025, a 40.8% increase from €3.936 billion in Q1 2025, indicating strong market demand [3][4]. - EUV lithography systems accounted for €2.3 billion of the new orders, representing 41.5% of total bookings, highlighting the resilience in advanced process technology demand [3][2]. Future Outlook - The company expects Q3 2025 net sales to be between €7.4 billion and €7.9 billion, with a gross margin forecasted between 50% and 52% [5]. - For the full year 2025, ASML anticipates a 15% growth in total net sales, with a gross margin around 52% [5]. - The CEO noted ongoing uncertainties due to macroeconomic and geopolitical factors, which may impact growth projections for 2026 [5].

Core Viewpoint - ASML reported strong financial results for Q2 2025, with significant growth in sales and profit, driven by increased demand for EUV lithography machines and a robust aftermarket service business [2][3]. Financial Performance - In Q2 2025, ASML achieved net sales of €7.7 billion, a gross margin of 53.7%, and a net profit of €2.3 billion [2]. - The new order intake for the quarter was €5.5 billion, with €2.3 billion specifically for EUV lithography machines [2]. - The company expects Q3 2025 revenue to be between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [3]. Market Insights - ASML's CEO noted that the share of lithography machine investments in overall wafer fab investments remains strong, particularly in the DRAM sector [2]. - The introduction of the TWINSCAN NXE:3800E has further solidified this trend [2]. - ASML anticipates that revenue from the Chinese market will exceed 25%, aligning with its backlog of unfulfilled orders [2]. Future Outlook - For the full year 2025, ASML projects a revenue growth of approximately 15% and a gross margin of around 52% [3].

Core Insights - ASML reported a slight decline in net sales for Q2 2025, achieving €7.692 billion, which is a 0.646% decrease from Q1 2025 but a 23.21% increase year-over-year [1] - The company’s net income for Q2 was €2.29 billion, reflecting a 2.76% decrease quarter-over-quarter, with a total of 67 new lithography systems and 9 used systems sold [1] - The net order value increased from €3.936 billion to €5.541 billion, indicating strong demand for ASML's products [1] Financial Performance - Total net sales for Q2 reached €7 billion, aligning with the upper limit of the guidance [3] - Gross margin was reported at 53.7%, exceeding expectations due to growth in upgrade business and reduced costs from one-time expenditures [3] - For Q3, ASML anticipates total net sales between €7.4 billion and €7.9 billion, with a gross margin forecast of 50% to 52% [3] Product Development - The introduction of the TWINSCAN NXE:3800E has strengthened the trend of increasing lithography intensity, particularly in the DRAM sector [3] - The company delivered its first TWINSCAN EXE:5200B system, marking progress in EUV applications, including High NA technology [3][4] Future Outlook - ASML sees strong fundamentals for AI customers, although there is increasing uncertainty from macroeconomic and geopolitical developments [3] - The company is preparing for growth in 2026 but cannot confirm specifics at this stage [3] - For the full year 2025, ASML expects total sales to grow by 15% with a gross margin around 52% [3]

Core Viewpoint - ASML reported strong financial results for Q2 2025, with total net sales of €7.7 billion and net income of €2.3 billion, indicating robust performance and positive outlook for the semiconductor industry [1][4][7]. Financial Performance - Total net sales for Q2 2025 were €7,692 million, slightly down from €7,742 million in Q1 2025 [2]. - Gross profit for Q2 2025 was €4,130 million, with a gross margin of 53.7%, compared to 54.0% in Q1 2025 [2]. - Net income for Q2 2025 was €2,290 million, down from €2,355 million in Q1 2025 [2]. - Earnings per share (EPS) for Q2 2025 was €5.90, compared to €6.00 in Q1 2025 [2]. Sales and Bookings - Installed Base Management sales increased from €2,001 million in Q1 2025 to €2,096 million in Q2 2025 [2]. - New lithography systems sold decreased from 73 units in Q1 2025 to 67 units in Q2 2025, while used systems sold increased from 4 to 9 units [2]. - Net bookings for Q2 2025 were €5,541 million, with €2,300 million attributed to EUV systems [7]. Future Outlook - ASML expects Q3 2025 total net sales to be between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [6][7]. - The company anticipates a full-year 2025 total net sales growth of around 15% compared to 2024, with a gross margin of approximately 52% [7][8]. Shareholder Returns - An interim dividend of €1.60 per ordinary share is scheduled for payment on August 6, 2025 [9]. - In Q2 2025, ASML repurchased approximately €1.4 billion worth of shares under its ongoing share buyback program [9].