{"id":2771,"date":"2026-10-15T00:59:01","date_gmt":"2026-10-14T15:59:01","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&p=2771"},"modified":"2026-10-15T01:00:21","modified_gmt":"2026-10-14T16:00:21","slug":"2026-10-15-asml-capacity-vi","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-vi\/","title":{"rendered":"ASML \u0111\u1ea1t doanh thu qu\u00fd 11,7 t\u1ef7 euro, d\u1ef1 b\u00e1o thi\u1ebfu ngu\u1ed3n cung trong 2027\u20132028"},"content":{"rendered":"

2026-10-15 00:59:01 KST<\/strong><\/p>\n

Ng\u00e0y 14 th\u00e1ng 10, ASML c\u00f4ng b\u1ed1 doanh thu qu\u00fd III kho\u1ea3ng 11,7 t\u1ef7 euro v\u00e0 d\u1ef1 b\u00e1o ngu\u1ed3n cung theo k\u1ebf ho\u1ea1ch hi\u1ec7n t\u1ea1i s\u1ebd kh\u00f4ng \u0111\u00e1p \u1ee9ng to\u00e0n b\u1ed9 nhu c\u1ea7u kh\u00e1ch h\u00e0ng trong n\u0103m 2027 v\u00e0 2028.<\/p>\n

Doanh thu l\u00e0 k\u1ebft qu\u1ea3 c\u1ee7a qu\u00fd \u0111\u00e3 k\u1ebft th\u00fac, c\u00f2n thi\u1ebfu ngu\u1ed3n cung l\u00e0 d\u1ef1 b\u00e1o c\u1ee7a c\u00f4ng ty, kh\u00f4ng b\u1ea3o \u0111\u1ea3m \u0111\u1ea7u t\u01b0 AI hay gi\u00e1 c\u1ed5 phi\u1ebfu s\u1ebd t\u0103ng.<\/p>\n

Doanh thu n\u00e0y g\u1ed3m nh\u1eefng g\u00ec?<\/h2>\n

ASML cung c\u1ea5p thi\u1ebft b\u1ecb v\u00e0 d\u1ecbch v\u1ee5 t\u1ea1o c\u00e1c m\u1eabu m\u1ea1ch r\u1ea5t nh\u1ecf tr\u00ean chip, thay v\u00ec b\u00e1n ch\u00ednh nh\u1eefng con chip. B\u1ea3ng c\u00f4ng b\u1ed1 ghi doanh thu thu\u1ea7n ch\u00ednh x\u00e1c l\u00e0 11,662 t\u1ef7 euro; 11,7 t\u1ef7 l\u00e0 s\u1ed1 l\u00e0m tr\u00f2n. L\u1ee3i nhu\u1eadn r\u00f2ng l\u00e0 4,960 t\u1ef7 euro. Doanh thu g\u1ed3m c\u1ea3 d\u1ecbch v\u1ee5 v\u00e0 n\u00e2ng c\u1ea5p n\u0103ng su\u1ea5t cho m\u00e1y \u0111\u00e3 l\u1eafp \u0111\u1eb7t, ngo\u00e0i h\u1ec7 th\u1ed1ng m\u1edbi. V\u00ec v\u1eady, t\u0103ng doanh thu kh\u00f4ng \u0111\u1ed3ng ngh\u0129a s\u1ed1 m\u00e1y m\u1edbi b\u00e1n ra t\u0103ng c\u00f9ng m\u1ed9t t\u1ef7 l\u1ec7.<\/p>\n

V\u00ec sao s\u1ef1 quan t\u00e2m \u1ea3nh h\u01b0\u1edfng k\u1ebf ho\u1ea1ch s\u1ea3n xu\u1ea5t?<\/h2>\n

ASML cho bi\u1ebft k\u1ef3 v\u1ecdng c\u1ee7a kh\u00e1ch h\u00e0ng v\u1ec1 \u0111\u1ea7u t\u01b0 AI \u0111ang \u0111\u1ea9y d\u1ef1 b\u00e1o nhu c\u1ea7u thi\u1ebft b\u1ecb ng\u1eafn v\u00e0 trung h\u1ea1n l\u00ean cao. M\u1ed9t s\u1ed1 kh\u00e1ch quan t\u00e2m t\u1edbi \u0111\u01a1n h\u00e0ng cho n\u0103m 2029, th\u1eadm ch\u00ed 2030. Nh\u01b0ng quan t\u00e2m kh\u00e1c v\u1edbi \u0111\u01a1n h\u00e0ng \u0111\u00e3 k\u00fd. Reuters gi\u1ea3i th\u00edch c\u1ea3 vi\u1ec7c m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t chip v\u00e0 n\u00e2ng c\u1ea5p m\u00e1y hi\u1ec7n c\u00f3. Nh\u00e0 m\u00e1y v\u00e0 thi\u1ebft b\u1ecb ph\u1ee9c t\u1ea1p c\u1ea7n th\u1eddi gian \u0111\u1ec3 ho\u00e0n th\u00e0nh; nhu c\u1ea7u d\u1ef1 b\u00e1o t\u0103ng kh\u00f4ng l\u1eadp t\u1ee9c t\u1ea1o ra m\u1ee9c t\u0103ng ngu\u1ed3n cung t\u01b0\u01a1ng \u1ee9ng.<\/p>\n

\"ASML
Minh h\u1ecda ch\u1ee7 \u0111\u1ec1 do AI t\u1ea1o; kh\u00f4ng ph\u1ea3i \u1ea3nh th\u1eadt, d\u1eef li\u1ec7u quan s\u00e1t, b\u1ea3n \u0111\u1ed3 d\u1ef1 b\u00e1o hay t\u00e1i hi\u1ec7n ch\u00ednh x\u00e1c c\u1ea3nh, s\u1ed1 l\u01b0\u1ee3ng ho\u1eb7c thi\u1ebft k\u1ebf.<\/figcaption><\/figure>\n

Nh\u1eefng con s\u1ed1 n\u00e0o v\u1eabn l\u00e0 d\u1ef1 b\u00e1o?<\/h2>\n

C\u00f4ng ty d\u1ef1 ki\u1ebfn doanh thu c\u1ea3 n\u0103m 44\u201345 t\u1ef7 euro v\u00e0 qu\u00fd IV 14,2\u201315,2 t\u1ef7 euro. \u0110\u00e2y l\u00e0 d\u1ef1 b\u00e1o k\u1ebft h\u1ee3p ho\u1ea1t \u0111\u1ed9ng \u0111\u00e3 ho\u00e0n t\u1ea5t v\u1edbi \u01b0\u1edbc t\u00ednh cho qu\u00fd t\u01b0\u01a1ng lai. ASML \u0111ang nghi\u00ean c\u1ee9u c\u00e1ch t\u0103ng c\u00f4ng su\u1ea5t n\u0103m 2028 v\u01b0\u1ee3t m\u1ee9c t\u0103ng 30% t\u1eebng n\u00eau. Nghi\u00ean c\u1ee9u ch\u01b0a ph\u1ea3i cam k\u1ebft v\u1ec1 s\u1ea3n l\u01b0\u1ee3ng b\u1ed5 sung. Chi ti\u00eau c\u1ee7a kh\u00e1ch h\u00e0ng, ngu\u1ed3n linh ki\u1ec7n v\u00e0 h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u c\u00f3 th\u1ec3 l\u00e0m k\u1ebft qu\u1ea3 thay \u0111\u1ed5i.<\/p>\n

L\u1ea7n c\u00f4ng b\u1ed1 t\u1edbi c\u1ea7n \u0111\u1ed1i chi\u1ebfu \u0111i\u1ec1u g\u00ec?<\/h2>\n

N\u00ean t\u00e1ch ri\u00eang s\u1ed1 thi\u1ebft b\u1ecb giao, doanh thu d\u1ecbch v\u1ee5, vi\u1ec7c quan t\u00e2m c\u00f3 th\u00e0nh \u0111\u01a1n h\u00e0ng th\u1ef1c t\u1ebf hay kh\u00f4ng v\u00e0 m\u1ee9c \u0111\u1ed9 c\u1ee5 th\u1ec3 c\u1ee7a k\u1ebf ho\u1ea1ch t\u0103ng c\u00f4ng su\u1ea5t. Th\u00f4ng c\u00e1o c\u0169ng n\u00eau s\u1ef1 b\u1ea5t \u0111\u1ecbnh c\u1ee7a c\u00e1c nh\u1eadn \u0111\u1ecbnh t\u01b0\u01a1ng lai. Trong l\u1ea7n ki\u1ec3m tra n\u00e0y, truy c\u1eadp tr\u1ef1c ti\u1ebfp th\u00f4ng c\u00e1o ch\u00ednh th\u1ee9c b\u1ecb ch\u1eb7n v\u1edbi m\u00e3 403; ch\u00fang t\u00f4i \u0111\u1ed1i chi\u1ebfu v\u0103n b\u1ea3n ch\u00ednh th\u1ee9c do c\u00f4ng c\u1ee5 t\u00ecm ki\u1ebfm cung c\u1ea5p v\u1edbi to\u00e0n v\u0103n Reuters. \u0110i\u1ec1u \u0111\u00f3 kh\u00f4ng x\u00e1c minh to\u00e0n b\u1ed9 tri\u1ec3n v\u1ecdng \u0111\u1ea7u t\u01b0 hay m\u1ecdi \u0111\u01a1n h\u00e0ng c\u1ee7a kh\u00e1ch.<\/p>\n

Ngu\u1ed3n g\u1ed1c v\u00e0 ki\u1ec3m ch\u1ee9ng \u0111\u1ed9c l\u1eadp<\/h2>\n

Th\u00f4ng c\u00e1o ch\u00ednh th\u1ee9c: k\u1ebft qu\u1ea3 v\u00e0 d\u1ef1 b\u00e1o; truy c\u1eadp tr\u1ef1c ti\u1ebfp 403, \u0111\u1ed1i chi\u1ebfu v\u0103n b\u1ea3n qua t\u00ecm ki\u1ebfm: ASML: Q3 2026 release<\/a><\/p>\n

B\u00e1o \u0111\u1ed9c l\u1eadp: s\u1ed1 li\u1ec7u, \u0111\u1ea7u t\u01b0, ph\u1ecfng v\u1ea5n v\u00e0 m\u1edf r\u1ed9ng; kh\u00f4ng d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu: Reuters \/ Euronext<\/a><\/p>\n

\u0110\u1ecdc b\u1eb1ng ng\u00f4n ng\u1eef kh\u00e1c<\/h2>\n

\ud55c\uad6d\uc5b4<\/a> \u00b7 English<\/a> \u00b7 Espa\u00f1ol<\/a> \u00b7 \u65e5\u672c\u8a9e<\/a> \u00b7 Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Doanh thu \u0111\u00e3 ghi nh\u1eadn kh\u00e1c v\u1edbi d\u1ef1 b\u00e1o c\u00f4ng su\u1ea5t; s\u1ef1 quan t\u00e2m c\u1ee7a kh\u00e1ch h\u00e0ng ch\u01b0a ph\u1ea3i \u0111\u01a1n \u0111\u1eb7t h\u00e0ng ch\u1eafc ch\u1eafn.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2771","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2771","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}