荷兰先进芯片制造设备公司阿斯麦维持乐观的长期收入前景,该公司押注人工智能(AI)驱动的半导体需求强劲增长。该公司周四发布公告称,预计2030年的销售额将在440亿欧元(460亿美元)至600亿欧元之间,与之前的预测一致。
阿斯麦是世界唯一一家光刻机生产商,这些光刻机帮助半导体公司生产先进的芯片,应用于苹果智能手机、英伟达AI加速器等。因此,阿斯麦常常被视为整个行业的风向标,以及全球半导体需求的早期指标。
“我们确认公司的资本分配战略,并希望继续通过增加股息和股票回购相结合的方式回馈股东,”阿斯麦首席财务官Roger Dassen在公告中说。阿斯麦预计2030年毛利率将在约56%-60%。
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