[情報] ASML 2022第二季營收54億歐元
1. 標題:ASML reports €5.4 billion net sales and €1.4 billion net income
in Q2 2022
2. 來源:ASML
3. 網址:
https://www.asml.com/en/news/press-releases/2022/q2-2022-financial-results
4. 內文:
Today ASML Holding NV (ASML) has published its 2022 second-quarter results.
1.Q2 net sales of €5.4b, gross margin of 49.1%, net income of €1.4b
2.Record quarterly net bookings in Q2 of €8.5b
3.ASML expects Q3 2022 net sales between €5.1b and €5.4b and a gross margin
between 49% and 50%
4.Expected sales growth for the full year of around 10%
5.The value of fast shipments in 2022 leading to delayed revenue recognition
into 2023 is expected to increase from around €1b to around €2.8b
Q2營收54億歐元, 淨收入14億歐元, 毛利率49.1% EPS 3.54, 營收略高於當初的預期
Q3也預期差不多的數字, 全年預計高於2021 10%
網站裡面也可以看到其中共賣了93台機台,其中12台是EUV
機台銷售其中41%來自台灣33%來自韓國
--
台韓佔74%..
GG跌倒
營收增長20%下調成10% 結果股價腰斬
二哥三弟的成熟製程完了,機台還賣給大陸
除了GG 其它成熟製程遲早被大陸追上
現在中國一堆成熟製程 看到面板PE了吧 接下來就那樣
還有26%賣給誰?
美光/intel
荷蘭 IP正確
剩下26% = 中國10% + 美國10% + 日本3% + 其他3%
這個佔比按季看其實沒啥意義就是了 每季波動很大
中共賣了93台機台
爆
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