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Asmai: in 2025, it will have an annual output of 70 extreme ultraviolet lithography machines

Share with friends and circle of friends with wechat scanning QR code < / P > < p > on April 20, before us stock market on Wednesday, asmai, a Dutch lithography manufacturer, announced the first quarter earnings of 2022. The company's net profit in the first quarter was 3.56 billion euros, higher than the market expectation. Although the company's predicted performance in the second quarter was lower than analysts' expectations, asmai said that the market demand for chip manufacturing equipment exceeded the supply in the second quarter of this year, so it raised its long-term revenue forecast to maintain the revenue growth of 20% this year and the production capacity of 55 extreme ultraviolet technologies < p > < / P > < p > Peter wenningk, asmai's chief executive, said: "we continue to see market demand for our products higher than current capacity." "Based on the demand and the plan to increase production capacity, we expect to reconsider the performance and future growth trend in 2025. We plan to release the latest news in the second half of the year." < p > asmai said that in the first quarter of this year, the company sold 9 of the latest extreme ultraviolet lithography machines. This machine can etch smaller circuits to improve chip capacity and processing speed < p > in order to speed up the delivery of the lithography machine, asmai decided to postpone the equipment test, which had a certain impact on the profit of the quarter. In addition, the company's predicted second quarter revenue was lower than analysts' expectations, which affected the market's optimism about asmai's share price in the short term < p > Roger dassen, the company's chief financial officer, said that 800 million euros of outstanding receivables were not included in the current quarter's revenue forecast in the second quarter. "We expect shipments at the end of the second quarter to exceed those at the end of the first quarter," he said < p > Dasen also mentioned the impact of rising labor, parts, freight and energy prices. "If we want to quantify it, I think the overall gross profit margin may increase by about 1% this year." < p > Dasen said that the company was facing increasing inflationary pressure due to rising service costs related to supply shortages, soaring transportation costs caused by changes in shipping corridors and fuel prices, and "very fierce" competition in the labor market < p > darson revealed that the production capacity of asmax extreme ultraviolet lithography machine has doubled compared with 2020. "So more than 70 extreme ultraviolet lithography machines will be produced by 2025." < p > at present, asmailong extreme ultraviolet lithography machine market. Last year, in order to speed up delivery, the company chose to skip some final tests completed in its own factory. This means that customers can get the machine faster, but the company had to postpone the confirmation of equipment sales accounts of about 2 billion euros in the first quarter < p > asmai's customers include chip manufacturers such as Samsung Electronics and TSMC, which have a competitive relationship with Nikon in the field of deep ultraviolet lithography machine used to produce more mature chips < p > the delivery date of chips rose to a new high in March this year. According to the report of market research institutions, the delivery time of chips increased by two days in March, reaching 26.6 weeks < p > Marc Hesselink, an analyst at ing in Amsterdam, said: "supported by the double factors of very sufficient orders and rising production capacity, it has been seen that the situation will be good next year." Heatherink said he did not think the overall situation would change and that "market demand will remain high in the coming years" < p > asmai's share price has fallen about 22% since the beginning of this year, and the European Stoxx 600 index, a measure of technology stocks, has fallen 23% over the same period. (Chen Chen) < / P > < p >


2023-03-22 10:04:52

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