Earnings Call Summary | Veeco Instruments(VECO.US) Q2 2024 Earnings Conference
Earnings Call Summary | Veeco Instruments(VECO.US) Q2 2024 Earnings Conference
Non-GAAP EPS equaled $0.42.The following is a summary of the Veeco Instruments Inc. (VECO) Q2 2024 Earnings Call Transcript:
以下是維易科精密儀器公司 (VECO) 2024年第二季度業績會簡報:
Financial Performance:
金融業績：
Veeco reported Q2 2024 revenue at $176 million, in line with the guidance.
Non-GAAP operating income was $28 million for the quarter.
Non-GAAP EPS equaled $0.42.
Gross margin stood at approximately 44%, higher than expected.
Q3 revenue is anticipated between $170 million and $190 million and expects to increase semiconductor revenue sequentially.
維易科報告了Q2 2024年度營業收入爲$17600萬，符合預期。
非通用會計原則下的操作收入爲該季度的$2800萬。
非通用會計原則下的每股收益爲$0.42。
毛利率約爲44%，高於預期。
預計Q3營業收入將在$17000萬至$19000萬之間，並預計半導體收入將按順序增長。
Business Progress:
業務進展：
Veeco's semiconductor business remains strong with record laser annealing revenue and new LSA orders in advanced logic and memory.
Focused on expanding the U.S. available market by qualifying new device architectures and technologies such as laser spike annealing, with potential expansion to $1 billion SAM.
Investments in core technologies are targeting SAM increases and market expansion in the compound semiconductor market.
維易科的半導體業務非常強大，創下了激光退火收入的新紀錄，並獲得了先進邏輯和存儲器的新LSA訂單。
通過評估新的器件結構和技術，如激光釘扎退火等，專注於擴大美國市場，未來可能擴展至10億 SAm。
針對核心技術的投資旨在提高SAm市場份額和擴大複合半導體市場。
Opportunities:
機會：
New business opportunities in ion beam deposition, especially for low-resistance metals, potentially important for advanced semiconductor applications.
Increased adoption of Veeco's advanced technologies driven by the rise of AI and high-value applications in GPU and CPU production, as well as HBM DRAM.
Exploiting emerging market opportunities in power electronics and photonics within the compound semi-market.
在離子束沉積方面，存在低電阻金屬等新的業務機遇，這可能對先進半導體應用非常重要。
隨着人工智能和GPU及CPU生產中高價值應用的增加，維易科的先進技術被越來越多地採用，同時也在HBm DRAm中具有重要意義。
在複合半導體市場中，利用電力電子和光子學的新興市場機會。
Risks:
風險：
Recognition of revenue from new orders, like the one from the tier-one DRAM customer, could be delayed to later periods, affecting short-term revenue expectations.
來自新訂單的收入認證，例如來自一級DRAm客戶的訂單，可能會被推遲到後續期間，這可能會影響短期內的收入預期。
More details: Veeco Instruments IR
更多詳情: 維易科儀器投資者關係網站。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
