ASML Business is so Great it Looks Bad

ASML Business is so Great it Looks Bad
by Robert Maire on 07-24-2022 at 6:00 am

ASML Systems 2022

-ASML reports strong quarter- Orders up 20% Qtr/Qtr
-Customers rush delivery which delays revenue recognition
-Chip makers need hard to get litho tools most of all
-Warning on concerns about consumer chip demand

Good numbers that are even better in reality

ASML reported revenues of Euro5.4B and EPS of Euro3.54. Most importantly… Read More

Chip Enabler and Bottleneck ASML

Chip Enabler and Bottleneck ASML
by Robert Maire on 04-22-2022 at 6:00 am

ASML Zeiss SemiWiki

-ASML reported an “in line” Q1- Orders remain super strong
-Ongoing supply chain issues will limit growth and upside
-ASML targets 2025 for supply fixes- We are not so sure
-Intel, TSMC, Samsung won’t be able to build all fabs they plan

ASML has “In linesh” Q1, orders still off the charts

ASML reported… Read More

SPIE Advanced Lithography 2018 – ASML Update on EUV

SPIE Advanced Lithography 2018 – ASML Update on EUV
by Scotten Jones on 04-09-2018 at 7:00 am

At the SPIE Advanced Lithography Conference in February ASML gave an update on their EUV systems, in this blog I will provide a summary of what they presented. I have also written about my impressions on EUV for the overall conference here.… Read More

Extending EUV Lithography

Extending EUV Lithography
by Scotten Jones on 06-12-2015 at 1:00 pm

I have previously written about SPIE day 1 and 2 so I want to wrap up my coverage with some impressions from days 3 and 4. My single biggest take away from the conference is that EUV has made tremendous progress in the last 12 months. Last year the mood of the conference was in my opinion pessimistic with respect to EUV, this year the mood… Read More