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Search results

  1. U

    ASML to undergo export restrictions in September

    Note that the 1980D immersion model had been in their portfolio already in 2015 (!), and was targeted for multi-patterning: https://www.asml.com/en/news/press-releases/2015/asml-ships-new-twinscan-nxt-immersion-lithography-platform...
  2. U

    ASML to undergo export restrictions in September

    It is real a cat&mouse game it seems: no real source given for this "ASML" denial: http://www.aastocks.com/en/stocks/news/aafn-con/now.1277140/latest-news I think we may have to be a little bit more patient till the Q2-2023 release and investor call on 19 July...
  3. U

    ASML to undergo export restrictions in September

    Remember that Zeiss Semiconductor Manufacturing Technology GmbH in Germany (25% owned by ASML) only makes products for ASML tools (see eg this movie: ) and Trumpf Germany makes the huge CO2 laser systems for the EUV's 13.5 nm Sn source...
  4. U

    ASML to undergo export restrictions in September

    Hmm, not sure the F35's spare parts play any role in this story. The Dutch currently have 34 and are planned to get 52: https://www.defensie.nl/onderwerpen/overdefensie/het-verhaal-van-defensie/aantallen-materieel The Dutch are masters in "gedogen"...
  5. U

    ASML to undergo export restrictions in September

    In the DUV talk from the ASML Investor day 2021 you can find most details about their immersion roadmap (this was before the US began pressing the Dutch Government/ASML on the immersion systems in Fall 2022) at that time. It has this slide: The 2000- models are probably less suitable for use...
  6. U

    ASML to undergo export restrictions in September

    For EUV the supply line limitations (Zeiss) are an order of magnitude worse. I think that the last few EUV systems for shipment in 2024 (!) that were not officially ordered yet, when Q1-2023 numbers were presented last April, will probably be ordered at announcement of Q2-2023 numbers in July...
  7. U

    ASML to undergo export restrictions in September

    My two cents: since China is backing the Russians in their Ukraine/European war, the mood in Europe against China is getting worse. So ASML/Dutch Government has no "political capital" to fight US, that is badly needed for weapons for Ukraine war, that hard. But ASML is smart enough to make the...
  8. U

    Dutch export rules on China in focus ahead of ASML results

    Many questions on China at the web presentation of the Q4 results of ASML this morning by CEO&CFO. For now ASML seems to not be effected in sales. Demand is still very much larger than ASML's capacity. Guidance for 2023 is >25% growth. Judge yourself by reviewing the webcast...
  9. U

    The Intel Split

    From listening to the introduction by CEO Peter Wennink of ASML at this weeks Q4/2021 presentation, it seems to me that the demand for pieces of the semiconductor pie will be so large the coming 10 years (growing to 1 trillion / year) that there is enormous need to grow the pie = for added...
  10. U

    TSM and China, TSM the Ultimate Win/Win construct

    My two cents: invest in your kids. We in NL seem to do, and some days those kids are grownups and may remember something from those boomers who raised them: https://www.cnbc.com/2021/11/26/heres-what-lessons-can-be-learned-from-parenting-in-the-netherlands.html A UNICEF report published last...
  11. U

    TSM and China, TSM the Ultimate Win/Win construct

    From https://sifk.uchicago.edu/news/the-romans-just-wars-and-exceptionalism/ Both the Americans and the Romans believed in the excellence of their form of government. Both also seem to have had some degree of belief in the religious sanctity of their nation and their foreign policies, and...
  12. U

    ASML Q2-2018 results: Continued EUV Progress Enables ASML Roadmap Acceleration

    Earnings Growth Continues, Driven by Strong Sales Across Full Product Portfolio - Continued EUV Progress Enables ASML Roadmap Acceleration VELDHOVEN, the Netherlands, July 18, 2018 - ASML Holding N.V. (ASML) today publishes its 2018 second-quarter results. Q2 net sales of EUR 2.74 billion...
  13. U

    ASML Q1-18 Results: Multiple EUV Orders, 4 High-NA for R&D in 2021 and HVM in 2024

    ASML Q1-18 Results: Multiple EUV Orders, 4 High-NA for R&D in 2021 and HVM in 2024 Seems like EUV is marching along quite well as reflected in the presentation of ASML's Q1-18 results, see slide 16 in the presentation material (link below): Strong DUV Demand Drives Solid Q1 Results and...
  14. U

    ASML Q4-17 Record results: €9 Billion Net Sales and €2 Billion Net Income

    CEO Statement "ASML generated record sales and net income in 2017, helped by a strong fourth quarter. Due to industry strength, some customers requested earlier shipments of their lithography systems, which we were able to accommodate. Earlier-than-expected revenue recognition of two Extreme...
  15. U

    SPIE Advanced Lithography 2018: status and prospect of EUV in HVM

    Happy New Year to all. Time flies and a new SPIE Advanced Lithography meeting is on the horizon at the end of Feb 2018. It seems EUV HVM will finally start in 2018 and the SPIE meeting will be discussing the present status and future prospects and issues. Many of the abstracts of the Extreme...
  16. U

    Strong Q3-2017 results ASML

    Q3 Sales Strong Across the Full Product Portfolio - Very Strong Demand for DUV Systems, EUV Shipments Continue to Ramp in Support of Customer Plans: CEO Statement "ASML today reports third-quarter net sales that exceed our guidance, partially due to the revenue recognition of an additional EUV...
  17. U

    Proceedings discuss latest progress on EUV Litho at June 2017 conference in Berkeley

    The proceedings with the slides of all the lectures/posters presented at the recent June 2017 EUVL conference in Berkeley are available. Click on the individual links of talks in this pdf of the program: https://www.euvlitho.com/2017/2017%20EUVL%20Workshop%20Proceedings.pdf The various talks by...
  18. U

    ASML Q2-17 results: 25% revenue growth for 2017 and EUV inflection point

    Industry Strength and EUV Demand Drive Expected Sales Growth of About 25 Percent in 2017 - Current Business Trends Likely to Continue into 2018 Seems like another solid quarter for ASML with EUV production capacity for 2017 (12 systems) and 2018 (20 systems + 4 upgrades) fully booked now. It...
  19. U

    Nikon Renews Patent Battle with ASML: final capitulation by Nikon in lithography?

    It appears that Nikon is renewing its 2002 battle with ASML on patents: Nikon Initiates Global Legal Actions Against ASML and Carl Zeiss to Protect Patented Semiconductor Lithography Technology: Nikon | News | Nikon Initiates Global Legal Actions Against ASML and Carl Zeiss to Protect Patented...
  20. U

    ASML Q1-17 Sales: Stronger Than Expected Demand

    ASML just reported their Q1-17 results: CEO Statement "A positive industry environment provided a strong start to 2017 and healthy demand is expected to continue throughout the rest of the year. Our DUV business saw strong demand from all sectors of the industry. Our service and options...
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