Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?
They may be the most important/irreplaceable company in the world.
ASML Q4 2022 financial results
11–20 of 84 posts
Re: ASML Q4 2022 financial results
#12I suppose all the chip acts haven't really kicked in yet, so it'll be interesting to see how the regional deliveries shift. In their Presentation Investor Relations file for 2022, they have Taiwan as their #1 destination by dollar spend. Taiwan 42% South Korea 29% China 14% USA 7% Japan 4% Europe, Middle East, Africa (EMEA) 2% Rest of Asia 2%
I wasn't aware that South Korea was such a big player in the chip industry. Is this for compute or something else?
Samsung
Re: ASML Q4 2022 financial results
#13Re: ASML Q4 2022 financial results
#14Re: ASML Q4 2022 financial results
#15Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?
ASML has many eyes balls on it, due to the potential in stock prices
Rather, ASML makes some equipment that you literally cannot get from anywhere else, and the stock price is reflecting this.
Re: ASML Q4 2022 financial results
#16Everyone talks about the machine that makes the chips, but I’ve never heard mentioned the machine that makes the machine that makes the chips.
(I guess it’s probably just a bunch of regular machines, but it feels like there’s got to be some special sauce in there somewhere)
Re: ASML Q4 2022 financial results
#17Related: Lam Research (another very large WFE company, #4 by revenue after AMAT, ASML, and TEL) announced a 7% layoff today.
Re: ASML Q4 2022 financial results
#18Everyone talks about the machine that makes the chips, but I’ve never heard mentioned the machine that makes the machine that makes the chips. (I guess it’s probably just a bunch of regular machines, but it feels like there’s got to be some special sauce in there somewhere)
The main company there is Zeiss in Germany that makes all the high grade optics. Part of the reason ASML is Dutch is it has access to the German precision manufacturing up-stream, quite literally.
Re: ASML Q4 2022 financial results
#19Earlier quoted context omitted.
It comes from ASML They and TSMC are one of the hottest companies that additionally do hard engineering instead of social medias or ads
AMAT (Applied Materials) would be company representing the US in this space. AMAT and ASML sell mostly complimentary semiconductor equipment to TSMC/Intel/Samsung (semiconductor manufacturers/fabs)
I wouldn't call ASML's products complimentary. They are the only machines capable of EUV lithography. Without EUV, nodes smaller than 7nm wouldn't be possible. But even before EUV they were the leading manufacturer of lithography machines. They deliver to all the big players like TSMC, Samsung and Intel.
They are so important/valuable that the US government is negotiating with the Dutch government to ban ASML from selling EUV machines to China.
Re: ASML Q4 2022 financial results
#20Earlier quoted context omitted.
AMAT (Applied Materials) would be company representing the US in this space. AMAT and ASML sell mostly complimentary semiconductor equipment to TSMC/Intel/Samsung (semiconductor manufacturers/fabs)
I wouldn't call ASML's products complimentary. They are the only machines capable of EUV lithography. Without EUV, nodes smaller than 7nm wouldn't be possible. But even before EUV they were the leading manufacturer of lithography machines. They deliver to all the big players like TSMC, Samsung and Intel. They are so important/valuable that the US government is negotiating with the Dutch government to ban ASML from se…
They are negotiating DUV ban. EUV is banned for years now.