Bloomberg重述ASM International上调2027营收目标至超57亿欧元：同一Q3业绩事件25分钟前已处理，无新增事实

ASM International NV increased its revenue target for next year by about 24%, setting up the chip-equipment maker to hit its 2030 goal three years ahead of schedule, on a surge in sales linked to AI investments.

Sales will exceed €5.7 billion ($6.3 billion) in 2027 at constant currencies, the Almere, Netherlands-based company said in a statement on Tuesday. In July, ASM forecast revenue above €4.6 billion for the period.

“The demand environment remains very strong,” Chief Executive Officer Hichem M’Saad said in the statement. “Capacity remains tight across our customer base, and customers are moving quickly to increase output.”

The company also unveiled a share buyback plan of up to €300 million.

ASM makes tools that deposit thin film layers on wafers, a key step in the chipmaking process. The company is a beneficiary of the AI boom and the semiconductor industry’s move to new architectures, driven by demand for higher performance and energy efficiency.

Its customers, which include Taiwan Semiconductor Manufacturing Co. and Intel Corp., have accelerated their capital expenditure plans. TSMC, which makes chips for Nvidia Corp. and Apple Inc., plans to spend as much as $64 billion, while Intel estimated investing about $20 billion on new plants and equipment this year.

Fellow Dutch chip-equipment maker ASML Holding NV has also seen gains. The lithography tool maker earlier this month said it was boosting production capacity as it couldn’t meet 2027 and 2028 demand at current levels, and customers were interested in orders through 2030.

Revenue in the third quarter rose 44% at constant currencies from a year ago to €1.16 billion, while net income declined to €308.1 million in the period. Both metrics beat analysts’ average estimates, according to data compiled by Bloomberg.