Advanced Energy Industries, Inc. (AEIS) Q3 2024 Earnings Call Transcript Summary
Advanced Energy Industries, Inc. (AEIS) Q3 2024 Earnings Call Transcript Summary
Data center computing revenue grew 11% sequentially and 18% year-over-year, driven by AI applications.The following is a summary of the Advanced Energy Industries, Inc. (AEIS) Q3 2024 Earnings Call Transcript:
以下是先進能源工業公司（AEIS）2024年第三季度業績會議電話交易摘要：
Financial Performance:
金融業績：
Advanced Energy Industries reported Q3 revenue of $374 million, slightly ahead of the midpoint of guidance, with a non-GAAP EPS of $0.98, beating guidance.
Semiconductor revenue was $197 million, up 5% sequentially and 7% year-over-year.
Data center computing revenue grew 11% sequentially and 18% year-over-year, driven by AI applications.
Industrial and Medical revenue was $77 million, down 3% sequentially and 33% year-over-year, as customers worked through excess inventories.
Third quarter gross margin increased 100 basis points quarter-over-quarter.
愛文思控股報告第三季度營業收入爲37400萬美元，略超過指引中點，非通用會計原則每股收益爲0.98美元，超過指引。
半導體營收爲19700萬美元，環比增長5%，同比增長7%。
idc概念計算營收環比增長11%，同比增長18%，受人工智能應用驅動。
工業和醫療業務營收爲7700萬美元，環比下降3%，同比下降33%，因客戶處理過剩庫存。
第三季度毛利率環比增長100個點子。
Business Progress:
業務進展：
Achieved strong design win activity across target markets, with over 250 units of eVoS, eVerest, and NavX subsystems expected to be delivered by year-end.
Advanced Energy is actively working with customers on the performance of EVOS and eVerest subsystems for logic and memory processes.
Factory consolidation plans are progressing, expected to reduce fixed costs and enhance productivity.
Restructuring efforts continue, including the planned closure of the last production site in China.
在目標市場取得了強勁的設計贏得活動，預計年底前將交付超過250台eVoS、eVerest和NavX子系統。
先進能源正在積極與客戶合作，提升EVOS和eVerest子系統用於邏輯和內存流程的性能。
工廠合併計劃正在推進，預計將降低固定成本並提高生產效率。
包括計劃關閉中國最後一個生產基地在內，重組工作仍在進行。
Opportunities:
機會：
Growth in data center revenue driven by AI applications suggests continued strong demand in this sector.
Increased design win activity in Industrial and Medical sectors like process automation, robotics, and medical applications signals market recovery potential.
數據中心營收增長由人工智能應用驅動，表明這一板塊需求持續旺盛。
在工業和醫療領域的設計贏得活動增加，如過程自動化、機器人和醫療應用，預示着市場恢復潛力。
Risks:
風險：
The Industrial and Medical segments are experiencing slowed growth due to ongoing inventory adjustments by customers.
Semiconductor and networking markets might face variable demand, impacting quarterly revenue consistency.
由於客戶不斷進行庫存調整，工業和醫療板塊的增長放緩。
半導體和網絡市場可能面臨需求變量，影響季度營業收入的穩定性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
