IEOBSERVE Telegram 2146
半導體設備大廠 $AMAT 應用材料 Q3營收年增5%至70.5億,EPS $2.09 年減12%但都優於預期。不過 Q4的財測營收71.5億低於預期的72.4億,顯示部分客戶可能暫緩下單。中國營收占比則從44%降至30%回到歷史平均水平。EPS 預估在2.19則和預期2.27相距不遠。

DRAM設備營收全年年增60%,主要受惠AI資料中心HBM需求成長。先進封裝產品線已達17億,四年成長三倍。GAA技術的設備2024貢獻超過25億,預計2025倍增。

CEO Gary Dickerson強調:「AI是整個產業最大的驅動力」,預計未來15年AI運算將需要提升1萬倍的效能/瓦特,這將帶動先進製程、記憶體和封裝技術的重大突破。應材在這些關鍵技術轉折點都具有領先優勢。



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半導體設備大廠 $AMAT 應用材料 Q3營收年增5%至70.5億,EPS $2.09 年減12%但都優於預期。不過 Q4的財測營收71.5億低於預期的72.4億,顯示部分客戶可能暫緩下單。中國營收占比則從44%降至30%回到歷史平均水平。EPS 預估在2.19則和預期2.27相距不遠。

DRAM設備營收全年年增60%,主要受惠AI資料中心HBM需求成長。先進封裝產品線已達17億,四年成長三倍。GAA技術的設備2024貢獻超過25億,預計2025倍增。

CEO Gary Dickerson強調:「AI是整個產業最大的驅動力」,預計未來15年AI運算將需要提升1萬倍的效能/瓦特,這將帶動先進製程、記憶體和封裝技術的重大突破。應材在這些關鍵技術轉折點都具有領先優勢。

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