IEOBSERVE Telegram 2023
半導體設備大廠 ASML 23Q4的業績營收72.3億歐元年增12.5%優於公司財測上緣的71億,Net Booking訂單和Q3相比暴增253%到92億創歷史新高,47%是Memory,53%是Logic,記憶體的成長顯著。毛利率51.4%也優於預期的50.5%。EPS $5.2 優於預期的 $4.76。

不過雖然訂單爆量,ASML仍然對全年保持保守看法,2024全年預估營收和2023持平,毛利率則小幅下滑。

AI很火熱沒錯,但是終端市場有別,德儀的財報顯示工業與車用市場卻在連續衰退,更多內容可以看 https://www.patreon.com/posts/97098916



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半導體設備大廠 ASML 23Q4的業績營收72.3億歐元年增12.5%優於公司財測上緣的71億,Net Booking訂單和Q3相比暴增253%到92億創歷史新高,47%是Memory,53%是Logic,記憶體的成長顯著。毛利率51.4%也優於預期的50.5%。EPS $5.2 優於預期的 $4.76。

不過雖然訂單爆量,ASML仍然對全年保持保守看法,2024全年預估營收和2023持平,毛利率則小幅下滑。

AI很火熱沒錯,但是終端市場有別,德儀的財報顯示工業與車用市場卻在連續衰退,更多內容可以看 https://www.patreon.com/posts/97098916

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