Advantest Corporation (ATEYY) Q2 2024 Earnings Call Transcript Summary
Advantest Corporation (ATEYY) Q2 2024 Earnings Call Transcript Summary
Revised FY 2024 forecasts upwards based on strong Q2 performance, anticipating robust demand for high-performance computing and AI-related semiconductors throughout the year.The following is a summary of the Advantest Corporation (ATEYY) Q2 2024 Earnings Call Transcript:
以下是Advantest Corporation (ATEYY) 2024財年第二季度業績會實錄摘要：
Financial Performance:
金融業績：
Second quarter sales, operating income, and net income reached record highs, driven by strong tester demand for high-performance semiconductors used in AI.
Operating margin exceeded 30% for the first time since Q2 of fiscal year 2022.
Revised FY 2024 forecasts upwards based on strong Q2 performance, anticipating robust demand for high-performance computing and AI-related semiconductors throughout the year.
Projected FY 2024 sales of ¥640 billion, operating income of ¥165 billion, and net income of ¥122 billion, reflecting strong sales of SoC testers in Q2.
第二季度銷售額、營業利潤和淨利潤創下歷史新高，受到對用於人工智能的高性能半導體測試設備需求強勁推動。
營業利潤率首次自2022財年第二季度以來超過30%。
根據強勁的第二季度業績上調了2024財年預測，預計全年對高性能計算和人工智能相關半導體的需求將旺盛。
預計2024財年銷售額爲6400億日元，營業利潤爲1650億日元，淨利潤爲1220億日元，反映出第二季度SoC測試設備銷售強勁。
Business Progress:
業務進展：
Strength in SoC tester sales, particularly for high-end SoC applications. Sales for SoC testers and memory testers revised up, with SoC tester sales expected to grow to ¥324 billion in FY 2024.
Continuing efforts on supply chain management amid high demand for SoC testers.
Launch of a share repurchase program of up to ¥50 billion to enhance shareholder returns and improve capital efficiency.
SoC測試設備銷售實力強勁，特別是高端SoC應用。SoC測試設備和存儲測試設備銷售預期上調，預計2024財年SoC測試設備銷售額將增長至3240億日元。
在SoC測試儀需求高漲的情況下，繼續努力進行供應鏈管理。
推出高達500億日元的股份回購計劃，以增強股東回報和提高資本效率。
Opportunities:
機會：
Continuing robust tester demand expected, particularly for data center-based AI and high-performance semiconductors, with Advantest strengthening its tester supply capabilities in response.
Raised market size outlook for both SoC and memory testers due to ongoing advances in data center-based AI.
預計持續增強的測試儀需求，尤其是基於數據中心的人工智能和高性能半導體，安華特強化其測試儀供應能力以應對。
由於數據中心人工智能持續進步，提升了SoC和存儲器測試儀的市場規模預期。
Risks:
風險：
Demand for semiconductors used in applications other than data center-based AI remains soft, potentially impacting sectors of the business not aligned with high-performance computing demand.
除了基於數據中心人工智能的半導體需求外，其他領域的半導體需求仍然疲軟，可能影響與高性能計算需求不符的業務部門。
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。
