14 annotations
we expect another year of low double-digit growth, largely driven by our current view of expected EUV system revenue growth of around 20%
(No comment added)
Transcript
2020 Q3
10 Oct 23
it’s too early to provide any detailed guidance
(No comment added)
Transcript
2020 Q3
10 Oct 23
we are still positive that we should be able to turn the envisaged capacity for 2023 of more than 60 EUV systems and more than 375 deep UV systems into another healthy growth year for ASML.
(No comment added)
Transcript
2022 Q2
10 Oct 23
The demand for our systems still significantly exceeds supply this year and we see no change to this demand picture.
(No comment added)
Transcript
2022 Q2
28 Jul 22
Other market segments like high performance computing and automotive are still seeing strong demand.
(No comment added)
Transcript
2022 Q2
28 Jul 22
Some customers are indicating they are seeing signs of slowing demand in certain consumer-driven market segments, primarily PCs and smartphones.
(No comment added)
Transcript
2022 Q2
28 Jul 22
continued strong customer demand for both, advanced and mature nodes.
(No comment added)
Transcript
2022 Q2
28 Jul 22
And I think that I don't think is going to go away. And it just -- it's an anecdote, but I met a very large -- the executive of very large industrial company, a conglomerate, last week. And actually, they told me that they're buying washing machines to rip out the semiconductors to put them in industrial modules. I mean, that's happening these days.
(No comment added)
Transcript
2022 Q1
25 May 22
es, good afternoon. Thanks for taking my question. I've got two quick questions.
First of all, maybe a question just to understand a bit better the 2025 capacity plan. I know you don't like to talk about WFE, but I would like to understand what's baked in your numbers because when I just sort of reverse engineer what you've guided for, I get to WFE roughly in the $140 million to $150 million range. I just wanted to understand if that's what you're thinking about. And related to that, when we make WFE intensity numbers, assumptions, etcetera, you get to a global semiconductor demand in 2025 in the range of €800 billion plus to €940 billion plus, which I'm a believer, but that's an aggressive growth rate, especially in the context of the current macroenvironment and worries about researching, etcetera.
So I just wanted to understand if that's the right way to think about it? And if not, why not? And I've got a quick follow up on high end.
(No comment added)
Transcript
2022 Q1
25 May 22
Yes. Two good questions, Rob. One, yes, the DPV backlog is quite significant.
You mentioned 500; actually it’s a little bit more. But -- yes, we're shipping around 60 units, but you have to realize that, while we're doing that, we are increasing our shipment capability. I mean, although we are not at the 600 units as we mentioned, we will be able to increase more deep UV shipments throughout this year and next year for the simple reason that we're basically pulling out all the stops in cycle time reduction, in process efficiency.
So, I think that number will go up.
So, it will not be stable. Having said that, you are right.
If you would come in and you want a deep UV tool now, you're going to be second half of next year, because for the simple reason that the PO -- the purchase order lead-time is completely irrelevant now. It's the capacity lead-time.
So, you need to build capacity in order to be able to get more, which ultimately means that, yes, by we think 20%, 25%, let's take another two years at least to build out that capacity. Then we will go back to, let's say, nine months and less PO lead-time. Yes, so this is indeed the case. This is also why the demand that we currently see in deep UV, but we can probably only ship at this moment in time, this year only 60% of the deep UV demand.
So, anything that comes on that that's driven by our maximum capacity. And anything beyond that, indeed, is a matter of capacity lead-time, not the only time.
(No comment added)
Transcript
2022 Q1
25 May 22
We clearly see pressure on margins due to these cost increases, which we expect to translate roughly to a 1% impact on gross margin for full year 2022.
(No comment added)
Transcript
2022 Q1
25 May 22
"ASML expects second-quarter net sales between €5.1 billion and €5.3 billion with a gross margin between 49% and 50%. ASML expects R&D costs of around €790 million and SG&A costs of around €220 million. For the full year, we continue to expect a revenue growth of around 20%," said ASML President and Chief Executive Officer Peter Wennink.
Reaffirms guidance for FY22
6-K
20 Apr 22
"We continue to see that the demand for our systems is higher than our current production capacity. We accommodate our customers through offering high-productivity upgrades and reducing cycle time in our factories, and we continue to offer a fast shipment process. In addition, we are actively working to significantly expand capacity together with our supply chain partners. In light of the demand and our plans to increase capacity, we expect to revisit our scenarios for 2025 and growth opportunities beyond. We plan to communicate updates in the second half of the year.
(No comment added)
6-K
20 Apr 22
There are around 40 billion connected devices currently in use, with more being added every second. This number is expected to increase to 350 billion devices by 2030. Connected IoT devices are expected to create up to 175 ZB (zettabyte) of data per year by 2025. In other words, one zettabyte (1021 byte) equals a trillion gigabytes, and to download 175 ZB data with average current internet connection speed would take one person 1.8 billion years. This big data will need to become fast data to allow for ubiquitous computing as we move towards ‘edge’ computing, where processing is brought as close to the source of data as possible, rather than in the cloud.
Big secular trend.
20-F
2020 FY
4 Mar 21
- Prev
- 1
- Next