ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 19 sty 2022 12:16

Intel orders ASML machine still on drawing board as chipmakers look for an edge

By Toby Sterling AMSTERDAM (Reuters) – Intel has placed the first order with ASML for an advanced chipmaking machine that is still on the drawing board and won’t be delivered for years, as semiconductor manufacturers look to get ahead in a booming industry.

Alongside better-than-expected fourth quarter earnings, ASML said on Wednesday it had now received orders for five of its next generation of lithography machines, plus an order for the even newer model that is still being designed.

In a separate joint press release, the companies said Intel was the buyer.

ASML’s most advanced commercial machines, known as EUV lithography systems because of the “Extreme Ultraviolet” light waves they use to map out the circuitry of computer chips, are the size of a bus and cost around $150 million each.

A cutting-edge chip plant needs 9-18 of them, making them one of chipmakers’ biggest capital expenditure costs.

ASML is the only maker of such machines and its EUV customers include the world’s biggest chipmakers, TSMC of Taiwan, Samsung of South Korea and Intel, among others.

ASML said it had now received orders for five of the next iteration of the system, known as “High NA” EUV machines, which will have a different lens system with a higher numerical aperture, will be even larger and cost around $300 million each.

The first prototypes are to be shipped in 2023. They are not expected to be used in volume manufacturing until 2025.

Intel, which is trying to win back its position as maker of the smallest and fastest chips from current leader TSMC, had previously identified itself as the first buyer of a High NA machine, ASML’s EXE:5000, which is expected to help manufacturers shrink chip sizes later this decade.

Intel said on Wednesday it would buy the first EXE:5200 as well, which is expected to make several improvements including higher productivity. Neither company mentioned the price tag.

(Reporting by Toby Sterling; Editing by Mark Potter

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ASML ADRs (NASDAQ:ASML) rose 3.3% after the Dutch-based maker of chipmaking equipment raised its dividend by around half and forecast another year in which it will struggle to meet buoyant demand for its lithographic machinery. It also announced first orders for a new type of high-end machine.
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slayer74
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 24 mar 2022 09:40

ASML is the only company making the $200 million machines needed to print every advanced microchip. Here’s an inside look

In the southern Dutch town of Veldhoven, near the border with Belgium, sits the only factory capable of assembling a revolutionary machine that’s relied upon by the world’s biggest chipmakers.

EUV lithography is the most expensive step in making the advanced microchips that power data centers, cars and iPhones. The machines are made by only one company: Advanced Semiconductor Materials Lithography.

“ASML has a monopoly on the fabrication of EUV lithography machines, the most advanced type of lithography equipment that’s needed to make every single advanced processor chip that we use today,” said Chris Miller, assistant professor at the Fletcher School at Tufts University. “The machines that they produce, each one of them is among the most complicated devices ever made.”

EUV stands for extreme ultraviolet, an incredibly short wavelength of light that ASML generates in large quantities to print small, complex designs on microchips. The EUV light is created with tiny explosions of molten tin happening at extreme speeds and then bounced off unique Zeiss mirrors that ASML says are the flattest surface in the world. A small percentage of the EUV light particles reach the surface of a silicon wafer, where they print the minuscule designs that determine what each chip will do.

Demand for ASML’s EUV technology has soared during a global chip shortage that’s resulted in back orders for products ranging from PlayStation 5 consoles to Chevrolet Malibu sedans. The company’s stock price has skyrocketed more than 340% since the end of 2018, making ASML more valuable than some of its top customers, such as Intel.

ASML CEO Peter Wennink said the company has been bringing down semiconductor prices since it was founded 38 years ago and will keep doing so “for the next couple of decades.”

“The world needs more chips,” Wennink told CNBC. “So we need to make more machines, which, by the way, will keep growing in average selling price as long as we can drive the cost per transistor down.”

Still, Wennink says the global chip shortage is “a Catch-22” for ASML.

“We got a lot of messages from our suppliers that said, ‘Hey, we might be late in delivering our modules to you guys because we cannot get the chips.’ And we said, ‘If we cannot get the chips, we cannot make the machines to make more chips.’”

Wennink said ASML is still managing “but it’s a daily struggle.”

$200 million machines
ASML has sold a total of about 140 EUV systems in the past decade, each one now costing up to $200 million, according to Wennink. The price tag for its next machine, called High NA, will be more than $300 million.

Its EUV machine is “so expensive that most companies cannot afford it,” said Joanne Itow, managing director of manufacturing at Semico Research. “It certainly has eliminated a lot of players out of the market,” including chip manufacturer GlobalFoundries, which decided a few years ago to stop working on more-advanced chips because of the high cost, she said.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 07 lip 2022 11:27

ASML shares fall on report US wants to restrict sales to China

AMSTERDAM (Reuters) -Shares in ASML Holding (NASDAQ:ASML), a key supplier of equipment to semiconductor makers, fell on Tuesday following a Bloomberg News report that the U.S. government wants to restrict the company from selling equipment to China.

ASML has already been unable to ship its most advanced tools to China, but the report said Washington would also restrict the sale of slightly older machines, citing "people familiar with the matter."

A spokesperson for ASML said the company was unaware of any policy change.

"The discussion is not new," the spokesperson said. "No decisions have been made, and we do not want to speculate or comment on rumours."

ASML's U.S. shares sank 7.2% in the wake of the report.

Other chip gear makers also lost ground, with Lam Research (NASDAQ:LRCX) off 3.6% and Applied Materials (NASDAQ:AMAT) losing 2.4%.

China is ASML's third largest market, after Taiwan and South Korea, representing around 16% of 2021 sales, or 2.1 billion euros.

ASML has a near monopoly on the manufacture of lithography systems, machines vital for chipmakers such as Intel (NASDAQ:INTC), TSMC and Samsung (KS:005930). Lithography systems cost hundreds of millions of dollars apiece and use focused beams of light to create the circuitry of computer chips.

Lithography and other semiconductor manufacturing equipment require an export license, as computer chips are considered "dual use" technology, with military as well as commercial applications.

Since 2019, the Dutch government, in agreement with the U.S., has not granted a license for ASML to sell its most advanced machines, which use "extreme ultraviolet," or EUV, light waves, to Chinese chipmakers.

ASML still sells "deep ultraviolet," or DUV, machines, to Chinese customers.

The majority of chips worldwide are manufactured with DUV lithography. Restricting their sale to China would be highly damaging for China's chip industry and would likely worsen a global semiconductor shortage.

In 2021, the U.S. National Security Commission on Artificial Intelligence -- led by former Google (NASDAQ:GOOGL) CEO Eric Schmidt -- recommended that the U.S. Departments of State and Commerce should push allies to deny China access to top DUV, EUV and related tools.

In a reaction, analysts from Citi said they viewed a total ban on DUV equipment as "highly unlikely" but further restrictions for equipment makers could be tied to China foreign policy "escalations with Russia or incursions into Taiwan."
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 20 lip 2022 12:15

ASML Shares Edge Lower After Annual Revenue Outlook Downgraded

Investing.com -- ASML Holding NV (AS:ASML) has lowered its full-year sales growth outlook, as the Dutch semiconductor manufacturer warned of delayed shipment revenues and an uptick in costs.

The company said it now expects annual sales to increase by around 10%, down from the previous guidance of 20%.

In a statement, president and chief executive officer Peter Wennink added that ASML plans to ship a record number of semiconductor systems this year, thanks in part to strong demand in the automotive, high-performance computing, and green energy sectors. However, supply chain constraints led to a delay in these shipments, Wennink said.

As a result, ASML will increase its amount of "fast shipments" - or a process that skips some in-factory testing in favor of doing last-stage approval at a client's site. The move gives customers earlier access to chips, but pushes back ASML's recognition of the sale until the product receives final acceptance.

Wennink said revenue from these shipments this year will, in turn, increase to around €2.8B from €1B - but will not be recognized on the company's books until 2023.

"With the combination of this delayed revenue recognition, the extra costs related to the planned increase in output capacity and certain inflationary trends, we expect the full year 2022 gross margin to be between 49% and 50%," Wennink said.

In its second quarter, ASML reported a new high in net bookings of €8.5B, which helped the Veldhoven-based firm post better than expected earnings per share of €3.54 and net sales of €5.43B during the period.

Amsterdam-listed shares in ASML were slightly lower in early trading on Wednesday.
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slayer74
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 29 lis 2022 14:48

ASM International (OTC:ASMIY) jumped around 4.9% to a more than one-month high, after the Dutch semiconductor supplier said it now expects a smaller fall in fourth-quarter China sales.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 25 sty 2023 11:35

Investing.com -- ASML Holding NV (AS:ASML) has predicted that first-quarter sales will come in above analysts' forecasts, although the major semiconductor supplier flagged several risks to its near-term guidance.

The Dutch firm now sees net sales during the first three months of its 2023 fiscal year coming in at between €6.1 billion and €6.5 billion, topping Bloomberg consensus estimates of €6.07B (€1 = $1.0881). Over the entire year, sales growth is expected to be above 25% and gross margin is anticipated to improve slightly compared to 2022.

In a statement delivered in the company's latest earnings report, ASML president and chief executive officer Peter Wennink warned that the company is still facing uncertainty from elevated inflation, rising interest rates, the possibility of a broader recession, and geopolitical developments impacting export controls.

Ahead of the results, the outlook for ASML was clouded by reports that the Dutch government may place more limits on its sales to China, which accounts for about 15% of its total revenue. Sales of its most advanced machines in the country were previously restricted in 2019. ASML is the only firm in the world capable of manufacturing the extreme ultraviolet lithography machine, a key component in the production of advanced chip technologies.

"Our customers indicate that they expect the market to rebound in the second half of the year," Wennink added. "Considering our order lead times and the strategic nature of lithography investments, demand for our systems therefore remains strong."

Net sales in the final three months of 2022 jumped by 11% versus the prior quarter to €6.4B, nearing the midpoint of the company's guidance.

Gross margin of 51.5% beat ASML's own forecasts as well. Wennink said this was due in part to an insurance settlement connected to a fire last year at a factory in Berlin.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 09 mar 2023 14:16

The Netherlands' government on Wednesday said it plans new restrictions on exports of semiconductor technology to protect national security, joining the U.S. effort to curb chip exports to China.

The announcement marked the first concrete move by the Dutch, who oversee essential chipmaking technology, toward adopting rules urged by Washington to hobble China's chipmaking industry and slow its military advances.

The U.S. in October imposed sweeping export restrictions on shipments of American chipmaking tools to China, but for the restrictions to be effective it needs other key suppliers in the Netherlands and Japan, who produce key chipmaking technology, to agree. The allied countries have been in talks on the matter for months.

Dutch Trade Minister Liesje Schreinemacher announced the decision in a letter to parliament, saying the restrictions will be introduced before the summer.

Her letter did not name China, a key Dutch trading partner, nor did it name ASML Holding NV (NASDAQ:ASML), Europe's largest tech firm and a major supplier to semiconductor manufacturers, but both will be affected. It specified one technology that will be impacted is "DUV" lithography systems, the second-most advanced machines that ASML sells to computer chip manufacturers.

"Because the Netherlands considers it necessary on national security grounds to get this technology into oversight with the greatest of speed, the Cabinet will introduce a national control list," the letter said.

A White House representative did not immediately respond to a request for comment.

Chinese foreign ministry spokesperson Mao Ning said on Thursday that China resolutely opposed the Netherlands' decision and said Beijing had lodged representations with the Dutch side.

"We hope the Dutch side will adhere to an objective and fair position ... act to safeguard its own interests, and not follow the abuse of export control measures by certain countries," Mao said, without naming countries.

China has frequently called the United States a "tech hegemony" in response to export controls imposed by Washington.

ASML said in a response it expects to have to apply for licenses to export the most advanced segment among its DUV machines, but that would not impact its 2023 financial outlook.

ASML dominates the market for lithography systems, multimillion dollar machines that use powerful lasers to create the minute circuitry of computer chips.

The company expects sales in China to remain about flat at 2.2 billion euros in 2023 - implying relative shrinkage as the company expects overall sales to grow by 25%. Major ASML customers such as Taiwan Semiconductor Manufacturing Co and Intel Corp (NASDAQ:INTC) are engaged in capacity expansions.

ASML has never sold its most advanced "EUV" machines to customers in China, and the bulk of its "DUV" sales in China go to relatively less advanced chipmakers. Its biggest South Korean customers, Samsung (KS:005930) and SK Hynix both have significant manufacturing capacity in China.

The Dutch announcement leaves major questions unanswered, including whether ASML will be able to service the more than 8 billion euros ($8.44 billion) worth of DUV machines it has sold to customers in China since 2014.

Schreinemacher said the Dutch government had decided on measures "as carefully and precisely as possible ... to avoid unnecessary disruption of value chains."

"It is for companies of importance to know what they are facing and to have time to adjust to new rules," she wrote.

Japan is expected to issue an update on its chip equipment export policies as soon as this week, sources said.

"For national security reasons we constantly review export rules, but it doesn't mean we have decided anything at this point," Japan's Minister for Economy, Trade and Industry (METI) Yasutoshi Nishimura said in parliament when asked about possible restrictions.

A METI official involved in export controls told Reuters there was no plan to announce any changes on Thursday or Friday. The official, who spoke on condition of anonymity, was not authorised to talk to media.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 30 cze 2023 12:31

On the flip side, new rules from the Dutch government restricting exports of certain advanced semiconductor equipment weighed on shares of chipmakers, with ASML, Europe's largest technology company, down 2.4%.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 20 lip 2023 11:39

ASML (AS:ASML) posted higher-than-anticipated net profit in the second quarter and lifted its full-year sales guidance as the Dutch semiconductor equipment maker was boosted by solid demand in China.

Net income for the three-month period jumped by 35% compared to the corresponding timeframe last year to €1.9 billion (€1 = $1.1218), topping Refinitiv estimates of €1.82B cited by Reuters. Sales also jumped by 28% to €6.9B, beating expectations of €6.74B.

As a result, Europe's largest tech firm by market value raised its guidance for annual sales growth to 30%, up from its prior forecast of 25%. ASML noted that many businesses in China, which faces export controls on certain advanced chipmaking products, are moving to snap up older equipment.

ASML is a supplier to almost every major chipmaker. The Veldhoven, Netherlands-based group is known in particular for its lithography systems, a type of machine that plays a key role in the semiconductor manufacturing process. One of the machines can cost up to $200 million.

Meanwhile, in a statement, chief executive Peter Wennink said ASML's order back-log stands at "around €38B," giving the company a "good basis" to navigate short-term macro-economic uncertainties.

However, Wennink flagged that "[o]ur customers across different market segments are currently more cautious."

Shares in ASML were slightly higher in mid-day European trading on Wednesday.
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 27 sie 2023 13:43

Mamy więc dwa niezwykłe aspekty ASML, które sprawiają, że biznes jest niezwykle atrakcyjny dla długoterminowych inwestorów.

Po pierwsze, maszyny litograficzne EUV firmy ASML są wymagane do produkcji zaawansowanych chipów.

Po drugie, te złożone maszyny, kosztujące ponad 100 milionów dolarów każda i składające się z tysięcy części, które muszą być wysyłane w dziesiątkach kontenerów, są zasadniczo dostarczane tylko przez ASML.

Ten monopol na niezbędne maszyny do produkcji niezbędnych produktów, od których zależy świat, przekształcił ASML w biznes, który praktycznie drukuje pieniądze.

Przychody i zyski są wysokie, powtarzalne i rosną w szybkim tempie, co doprowadziło do dywidendy, która rośnie w szybkim tempie.

Undervalued Dividend Growth Stock of the Week: ASML Holding (ASML)
by Jason Fieber, Mr. Free at 33 • August 27, 2023

Obrazek

https://dailytradealert.com/2023/08/27/ ... ding-asml/
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Re: ASML Holdings N.V. Euronext AMSTERDAM&NASDAQ: ASML jeden z czołowych wytwórców urządzeń do prod. układów scalonych

Postautor: slayer74 » 28 wrz 2023 13:28

Shares of ASML, a leading semiconductor equipment supplier, saw an uptick of 0.32% to $574.53 recently, outperforming the S&P 500 index despite a 14.2% loss in the past month.

ASML has been trading at a high P/E ratio relative to near-term earnings growth, according to InvestingPro Tips. The firm is slated to report an earnings per share (EPS) of $5.13 on October 18, 2023, marking a year-on-year growth of 18.75%. Notably, ASML's Forward Price-to-Earnings (P/E) ratio stands at 26.41, surpassing the industry average.

According to InvestingPro's real-time metrics, ASML's adjusted P/E ratio for the last twelve months up to Q2 2023 is 30.89, slightly higher than the forward P/E ratio. The company's Price/Earnings to Growth (PEG) ratio is currently pegged at 1.09, while the same metric for the last twelve months up to Q2 2023 is 1.39, indicating a strong growth potential.

InvestingPro's data forecasts robust figures for the company in their full-year showing a revenue growth of 34.73% for the last twelve months up to Q2 2023 and a quarterly revenue growth of 27.10% for Q2 2023.

Moreover, ASML operates with a high return on assets, another InvestingPro Tip that highlights the company's efficient use of its assets to generate profits. The Return on Assets for the last twelve months up to Q2 2023 was 19.79%, according to InvestingPro's data.

Looking ahead, ASML is expected to witness significant year-on-year changes in earnings and revenue, with estimated increases of 45.67% and 32.2% respectively. These projections reflect optimism about the company's future performance amid a challenging market environment.

ASML's performance has also been characterized by a strong return over the last five years, as noted by InvestingPro Tips. This is supported by the company's one year price total return of 31.36% as of Y2023.D271, according to InvestingPro's data.
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