Chip-making technology provider Lam Research Corp<\/a> on Wednesday warned of a $2 billion to $2.5 billion revenue hit in 2023 from U.S. curbs on exports of high-end technology shipments to China. “我们已经采取必要的步骤,以确保完全符合规则要求停止发货和支持,”首席执行官蒂莫西·阿切尔的分析师电话会议上表示。 芯片制造技术提供商林研究集团周三警告称,在2023年触及20亿美元至25亿美元的收入来自美国限制出口的高端技术出口到中国。
Under sweeping regulations announced by the Joe Biden administration earlier this month, U.S. companies must stop supplying Chinese chipmakers with equipment that can produce relatively advanced chips unless they first obtain a license.
\"We have taken the necessary steps to ensure full compliance with the rules and have ceased shipments and support as required,\" Chief Executive Officer Timothy Archer said on an analyst call.
Lam Research<\/a>, which gets 30% of its business from China, is the latest company to flag a hit from the sales restrictions.
Applied Materials Inc last week estimated a $250 million to $550 million drop in net sales in the quarter ending Oct. 30, with a similar impact expected in the following three months.
Lam Research also reported strong first-quarter earnings on Wednesday and gave an upbeat revenue forecast for the current period.
The company expects second-quarter revenue between $4.80 billion and $5.40 billion, the midpoint of which is higher than the $4.91 billion estimated by analysts, according to Refinitiv data.
The December-quarter forecast factors in the impact of export curbs, Archer said.
Shares of Lam Research had initially risen 4% in extended trading on the earnings report but pared most of the gains after the revenue warning.
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林研究警告说,收入达到25亿美元从美国对中国出口限制
下全面规定宣布的乔•拜登(Joe Biden)政府本月早些时候,美国公司必须停止向中国芯片制造商供应设备,可以产生相对先进的芯片,除非他们首先获得许可。
“我们已经采取必要的步骤,以确保完全符合规则要求停止发货和支持,”首席执行官蒂莫西·阿切尔的分析师电话会议上表示。
应用材料公司上周估计2.5亿美元下降到5.5亿美元净销售额在截至10月30日的季度,预计将会有一个类似的影响在接下来的三个月。
林研究周三也公布了强劲的第一季度业绩,给了乐观的收入预期。
公司预计第二季营收在48亿美元和54亿美元之间,高于49.1亿美元的中点,分析师估计,根据Refinitiv数据。
第四季度预测因素的影响,出口限制,阿切尔说。
林的研究最初的股票在盘后交易上涨4%收益报告但缩减后的大部分收益收入警告。
Chip-making technology provider Lam Research Corp<\/a> on Wednesday warned of a $2 billion to $2.5 billion revenue hit in 2023 from U.S. curbs on exports of high-end technology shipments to China.
Under sweeping regulations announced by the Joe Biden administration earlier this month, U.S. companies must stop supplying Chinese chipmakers with equipment that can produce relatively advanced chips unless they first obtain a license.
\"We have taken the necessary steps to ensure full compliance with the rules and have ceased shipments and support as required,\" Chief Executive Officer Timothy Archer said on an analyst call.
Lam Research<\/a>, which gets 30% of its business from China, is the latest company to flag a hit from the sales restrictions.
Applied Materials Inc last week estimated a $250 million to $550 million drop in net sales in the quarter ending Oct. 30, with a similar impact expected in the following three months.
Lam Research also reported strong first-quarter earnings on Wednesday and gave an upbeat revenue forecast for the current period.
The company expects second-quarter revenue between $4.80 billion and $5.40 billion, the midpoint of which is higher than the $4.91 billion estimated by analysts, according to Refinitiv data.
The December-quarter forecast factors in the impact of export curbs, Archer said.
Shares of Lam Research had initially risen 4% in extended trading on the earnings report but pared most of the gains after the revenue warning.
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