Veeco Instruments Inc. (VECO) Q3 2024 Earnings Call Transcript Summary
Veeco Instruments Inc. (VECO) Q3 2024 Earnings Call Transcript Summary
Gross margin reached approximately 44%.The following is a summary of the Veeco Instruments Inc. (VECO) Q3 2024 Earnings Call Transcript:
以下是愛思控股公司（VECO）2024年第三季度業績會議呼叫記錄摘要：
Financial Performance:
財務表現:
Veeco reported Q3 revenue of $185 million, highlighted by record revenues in the semiconductor business, increasing 26% year-over-year and 13% sequentially.
Non-GAAP operating income was $31 million and non-GAAP EPS was $0.46.
Gross margin reached approximately 44%.
Veeco報告第三季度營業收入爲18500萬美元，半導體業務創紀錄營收增長26%，同比增長13%。
非通用會計淨收入爲3100萬美元，非通用會計每股收益爲0.46美元。
毛利率達到約44%。
Business Progress:
業務進展：
Veeco's semiconductor business achieved record revenue, driven by significant orders for wet processing systems influenced by AI applications. Key customers include leading foundries, HBM manufacturers, and OSATs.
The company introduced the new IBD300 system that enhances film properties and reduces resistivity for logic and memory applications.
In advanced packaging lithography, increasing orders are driven by a surge in AI and mobile applications.
Veeco的半導體業務實現了創紀錄的營收，受人工智能應用影響溼法處理系統的重大訂單增加。主要客戶包括領先的晶圓廠、HBm製造商和OSATs。
公司推出新的IBD300系統，增強了膜的性能，降低了邏輯和存儲器件的電阻率。
在愛文思控股的先進包裝光刻領域，訂單增加的推動力來自於人工智能和移動應用的激增。
Opportunities:
機會：
The semiconductor business is poised for further growth in 2025, with AI and high-performance computing driving demands.
Expansion in the ion beam deposition for EUV mask blanks, as new material technologies permit continued device scaling.
The advanced packaging market is expected to see sustained growth owing to the demands from AI and 3D packaging technologies.
到2025年，半導體業務有望進一步增長，人工智能和高性能計算帶動需求增長。
隨着新材料技術的不斷髮展，離子束沉積在EUV掩膜版空白中的擴張將持續，繼續推動設備規模化。
由於人工智能和3D包裝技術的需求，先進包裝市場預計將持續增長。
Risks:
風險：
The recent slowdown in the semiconductor market in China is expected to lead to a reduction in revenue from this region in 2025.
Potential revenue decrease in the data storage market, anticipated to be around $60 million to $70 million in 2025 due to a lack of investment in capacity expansion from customers.
預計中國半導體市場最近的放緩將導致該地區在2025年的營業收入減少。
由於客戶在容量擴展方面缺乏投資，預計2025年數據存儲市場的潛在營收將減少，預計在6000萬美元至7000萬美元左右。
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。
