言论追踪
Christophe Fouquet ASML · CEO
出处 ↗

Fouquet称逻辑芯片客户对AI需求可持续性更有信心，正加速产能规划并从4纳米转向3纳米。

先看逻辑芯片，我们看到客户开始对长期AI需求的可持续性更有信心，这意味着他们更愿意加速产能规划。他们也在从4纳米向3纳米过渡，这对先进技术的要求更高。
原文 (en) If I look at logic first, so there I think we see our customers starting to be more comfortable about the sustainability of the long-term AI demand and this means that they are more willing to accelerate their capacity planning. They are transitioning also from 4 nanometer technology to 3 nometer technology which is going to be more demanding in term of advanced technology.

查看 Christophe Fouquet 的全部言论 ›

Christophe Fouquet 近期的其他言论

出处 ↗

Fouquet表示，即便按计划扩大产能，ASML仍将难以满足需求，客户已询问2029至2030年的交付。

ASML首席执行官Christophe Fouquet当时表示，即使按计划扩产，ASML也难以满足需求。
原文 (en) Chief executive Christophe Fouquet said at the time that ASML would struggle to meet demand even with planned capacity increases.
出处 ↗

Fouquet表示客户已有意订购2029至2030年设备，ASML预计2027至2028年计划产能将低于客户需求。

行政總裁Christophe Fouquet表示，客戶已表達對訂購2029與2030年設備的興趣。事實上，ASML現預期其2027與2028年計劃產能將低於客戶需求。
出处 ↗

Fouquet表示，客户基于对AI投资的判断持续上调设备需求预测，部分客户甚至希望预订2029和2030年的产能。

我们的客户持续上调对我们设备的短期和中期需求预测，主要源于他们对AI相关投资规模和持续时间的判断。鉴于需求可见度，一些客户有意向我们下达2029年甚至2030年的订单。
原文 (en) Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments. In light of their demand visibility, some customers are expressing an interest in placing orders with us for 2029 and even 2030.
出处 ↗

Fouquet称2027和2028年计划供应将无法满足需求，ASML正研究将2028年产能增幅提高到30%以上。

我们现在预计，按当前计划，2027年和2028年的供应都无法完全满足客户需求。因此，我们正在研究如何将2028年产能提升幅度提高到此前所称的30%以上。
原文 (en) we now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers. Given this, we are investigating ways to increase capacity for 2028 beyond the 30% increase we previously communicated.
出处 ↗

Fouquet重申2030年营收440亿至600亿欧元、毛利率56%至60%的目标，称EUV成本改善推动光刻强度提升。

我们也看到，在EUV技术成本方面的持续进步正推动光刻强度提升，这在过去几个月再次得到验证。因此从长期看，与2024年11月所说一致，我们预计2030年营收在440亿至600亿欧元之间，毛利率在56%至60%之间。
原文 (en) We also see that the progress we continue to make on our cost of technology with EUV is driving for more lith intensity and that's again something that has been confirmed in the last few months. So if we look in uh to the long term in line to what we said in November 2024 for 2030 we expect a revenue between 44 and 60 billion euro and a gross margin between 56 and 60%.