Earnings Call Summary | ASM INTERNATIONAL NV SPON ADR EACH REP 1 ORD SHS(ASMIY.US) Q4 2023 Earnings Conference
Earnings Call Summary | ASM INTERNATIONAL NV SPON ADR EACH REP 1 ORD SHS(ASMIY.US) Q4 2023 Earnings Conference
The following is a summary of the ASM International NV (ASMIY) Q4 2023 Earnings Call Transcript:
以下是ASM International NV（ASMIY）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
ASM International reported Q4 sales increase of 13% in constant currencies, marking the company's seventh consecutive year of double-digit growth.
Q4 revenue was €633 million, down 7% year-on-year at constant currencies, placed above the midpoint of their guidance of €600 million to €640 million.
Gross margin witnessed an increase by one percentage point as compared to the same period last year, reaching 47.9%.
The full year of 2023 saw sales increase to €2.6 billion, marking a 13% increase outperforming the market.
The company ended 2023 with €637 million in cash and no debt, generating a free cash flow of €447 million.
A new share buyback program for €150 million was announced, along with a proposed dividend increase from €2.50 to €2.75 per share.
Despite inflationary pressures, the gross margin for 2023 increased to 49.3%.
ASM International報告稱，按固定貨幣計算，第四季度銷售額增長了13％，這是該公司連續第七年實現兩位數增長。
第四季度收入爲6.33億歐元，按固定貨幣計算同比下降7％，高於預期的6億歐元至6.4億歐元的中點。
毛利率與去年同期相比增長了一個百分點，達到47.9％。
2023年全年的銷售額增長到26億歐元，增長了13％，表現優於市場。
截至2023年，該公司擁有6.37億歐元的現金，沒有債務，產生了4.47億歐元的自由現金流。
宣佈了一項1.5億歐元的新股票回購計劃，並提議將股息從每股2.50歐元提高到2.75歐元。
儘管面臨通貨膨脹壓力，但2023年的毛利率仍增至49.3％。
Business Progress:
業務進展：
The company received substantial orders of gate-all-around technology, which is expected to be a significant growth driver.
There has been successful traction in high-performance DRAM required for AI.
Significant progress was seen in Silicon Carbide Epitaxy, attracting four new customers and scaling up production.
The company is on schedule to achieve 100% renewable electricity by 2024 and is constructing a new state-of-the-art research and development center in Arizona.
Continued growth is expected in outcome-based services in 2024.
Investment is planned to increase in IT and R&D support in 2024.
Frequent changes within China's political landscape have affected the company's forecasting capabilities.
Continued strong business performance is expected considering present backlogs and customer forecasts.
該公司收到了大量的全方位技術訂單，預計這將是一個重要的增長動力。
人工智能所需的高性能 DRAM 已成功推出。
碳化硅外延取得了重大進展，吸引了四個新客戶並擴大了產量。
該公司計劃到2024年實現100％的可再生電力，並正在亞利桑那州建造一個新的最先進的研發中心。
預計2024年以結果爲導向的服務將持續增長。
計劃在2024年增加對IT和研發支持的投資。
中國政治格局的頻繁變化影響了該公司的預測能力。
考慮到目前的積壓和客戶的預測，預計業務表現將持續強勁。
More details: ASM INTERNATIONAL NV SPON ADR EACH REP 1 ORD SHS IR
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