ASM预测,在AI和先进芯片的推动下,尽管近期需求下降,但到2030年,ASM收入将达到5.7B欧元。 ASM forecasts €5.7B revenue by 2030, driven by AI and advanced chips, despite near-term demand dip.

ASM International 重申了其在原子层沉积和外延领域的领导地位，预计到 2030 年收入将超过 57 亿欧元，年增长率至少为 12%，这得益于人工智能、先进的芯片设计以及对栅极全方位晶体管和 DRAM 升级的需求。 ASM International reaffirmed its leadership in atomic layer deposition and epitaxy, projecting revenue over €5.7 billion by 2030 with at least 12% annual growth, fueled by AI, advanced chip designs, and demand for gate-all-around transistors and DRAM upgrades. 该公司更新了2027年指南,收入达到37-46亿欧元,总利润47-51%,业务利润28-32%,目标是到2030年实现超过10亿欧元的自由现金流。 The company updated 2027 guidance to €3.7–4.6 billion in revenue, with gross margins of 47–51% and operating margins of 28–32%, while targeting free cash flow exceeding €1 billion by 2030. 尽管面临近期挑战,包括2025年的H2需求疲软和修订后的增长前景,但个体和小型金矿公司强调了AI驱动的ALD、选择性沉积和可持续性努力的创新,预期2025年的Q3成果将在10月下旬产生。 Despite near-term challenges, including weaker H2 2025 demand and a revised growth outlook, ASM highlighted innovations in AI-driven ALD, selective deposition, and sustainability efforts, with Q3 2025 results expected in late October.