ASML EUV machine

ASML: Demand for Chip Instruments Hits Document, Backlog Exceeds $38 Billion

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ASML on Wednesday posted report income and income as demand for chip manufacturing gear hit data regardless of slowdown of PC and smartphones gross sales. The corporate’s backlog for its merchandise — together with deep ultraviolet (DUV) lithography scanners and excessive ultraviolet (EUV) litho instruments — now exceeds $38 billion as chipmakers proceed to spend money on wafer fab gear (WFE). ASML continues to promote its DUV instruments to Chinese language clients. Moreover, all present EUV clients have dedicated to Excessive-NA EUV instruments. 

Document Demand

ASML’s third quarter gross sales got here in at €5.8 billion because it bought 80 new lithography programs in addition to six used scanners, together with 12 EUV instruments (according to Q2) in addition to 74 DUV machines (down from 79 in Q2).

(Picture credit score: ASML)

The corporate’s income reached €2.994 billion within the quarter, whereas its gross margins hit 51.8%. A few of TSMC shoppers want so-called quick shipments — a cargo course of that omits among the testing at ASML’s amenities and brings remaining testing and formal acceptance to the client website — so among the firm’s Q3 2022 gross sales might be acknowledged within the following quarter(s).  

Whereas demand for PC, smartphone, and client electronics chips is getting weaker, chipmakers count on gross sales of their merchandise to begin growing in 2024 ~ 2025, which is when they’ll want new manufacturing capability with put in instruments. At current there are a number of fabs being constructed by such main corporations corresponding to Intel, Micron, Samsung, and SK Hynix that can want gear within the coming years. For ASML this meant report bookings of round €8.9 billion within the third quarter, of which €3.8 billion had been EUV litho instruments, together with these with 0.33 numerical aperture in addition to Excessive NA programs with 0.55 numerical aperture.

(Picture credit score: ASML)

As of at present, ASML’s backlog exceeds $38 billion (up from $33 billion in Q2), which incorporates nicely over 600 DUV scanners in addition to nicely over 100 EUV scanners.  



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