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消息人士:奧魯比斯將2027年歐洲銅溢價上調至創紀錄的每公噸347美元。
2026-10-14
消息人士:奧魯比斯將2027年歐洲銅溢價上調至創紀錄的每公噸347美元。
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2026-10-14
阿斯麥(ASML.O)預計本財年收入爲440億至450億歐元,此前市場預估爲436.47億歐元。
阿斯麥(ASML.O)預計本財年收入爲440億至450億歐元,此前市場預估爲436.47億歐元。
2026-10-14
JP Morgan analysts say Dutch semiconductor-equipment maker ASML reported a strong Q3 gross margin of 57.5%, above consensus near 56% and above the company guide of 55–57%. Analysts attribute the outperformance mainly to higher-margin revenue from maintenance, retrofit and upgrade services on already-sold lithography tools as customers continue to service and boost existing equipment. ASML sees Q4 gross margin around 57%, roughly 60bps above consensus at 56.4%. JP Morgan notes maintenance and upg
JP Morgan analysts say Dutch semiconductor-equipment maker ASML reported a strong Q3 gross margin of 57.5%, above consensus near 56% and above the company guide of 55–57%. Analysts attribute the outperformance mainly to higher-margin revenue from maintenance, retrofit and upgrade services on already-sold lithography tools as customers continue to service and boost existing equipment. ASML sees Q4 gross margin around 57%, roughly 60bps above consensus at 56.4%. JP Morgan notes maintenance and upgrade demand should remain an important margin support as chipmakers optimize existing fabs and raise utilization of advanced-process tools.
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