核心亮点:- 净收入同比增长25.7%至11.16亿美元
- 毛利率为48.0%,同比提高0.5个百分点
- 总收入同比增长19.7%至41.68亿美元
收入拆解:- 按地区,中国占营收最大份额37%,其次是韩国18%和台湾15%
- 系统销售收入23.93亿美元,占比57.4%
- 客户支持等其它收入17.75亿美元,占比42.6%
- 按终端应用,内存32%、代工41%、逻辑/集成电路制造24%
管理层观点展望:管理层认为,市场存在短期波动风险,但从长期看,随着制程发展等行业趋势,公司服务的沉积、刻蚀和清洗等市场规模将持续增长。公司着力加大研发投资,提高产品竞争力,并致力于提供多产品解决方案,为客户创造价值。
运营数据:无需计算,本季度未亏损。
运营风险:技术变革及产品结构单一、中国市场出口管制、全球贸易争端及地缘政治风险
公告原文
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