ASML Q4 2022 financial results

#1

Post by stangles1 » Wed, Jan 25, 2023, 9:03 PM UTC

ASML Q4 2022 financial results
asml.com

Re: ASML Q4 2022 financial results

#2

Post by bruce343434 » Wed, Jan 25, 2023, 9:24 PM UTC

Ok, and?

No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?

Re: ASML Q4 2022 financial results

#3

Post by sct202 » Wed, Jan 25, 2023, 9:41 PM UTC

I 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%

Re: ASML Q4 2022 financial results

#4

Post by hardware2win » Wed, Jan 25, 2023, 9:42 PM UTC

bruce343434 wrote: post #2

Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?

It comes from ASML

They and TSMC are one of the hottest companies that additionally do hard engineering instead of social medias or ads

Re: ASML Q4 2022 financial results

#5

Post by kryptiskt » Wed, Jan 25, 2023, 9:52 PM UTC

sct202 wrote: post #3

I 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 wonder where the machines for TSMC's Arizona fabs would end up in that breakdown.

Re: ASML Q4 2022 financial results

#6

Post by kryptiskt » Wed, Jan 25, 2023, 9:56 PM UTC

bruce343434 wrote: post #2

Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?

ASML has a monopoly on Extreme UV lithography machines which are needed for top end chips. So it's a pretty good picture of where investment in chip fabrication is heading.

Re: ASML Q4 2022 financial results

#7

Post by bdcp » Wed, Jan 25, 2023, 10:01 PM UTC

bruce343434 wrote: post #2

Ok, 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

Re: ASML Q4 2022 financial results

#8

Post by sct202 » Wed, Jan 25, 2023, 10:02 PM UTC

kryptiskt wrote: post #5

sct202 wrote: post #3

I 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 wonder where the machines for TSMC's Arizona fabs would end up in that breakdown.

The header to the graph says "Ship to Location" so probably under the US, unless they ship older units from Taiwan to the US and send new units to Taiwan. Intel reportedly sent at least one EUV machine from their development site in Oregon to a production fab in Ireland, so it's possible they could do the same.

Re: ASML Q4 2022 financial results

#9

Post by somethoughts » Wed, Jan 25, 2023, 10:08 PM UTC

hardware2win wrote: post #4

bruce343434 wrote: post #2

Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?

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)

Re: ASML Q4 2022 financial results

#10

Post by foota » Wed, Jan 25, 2023, 10:09 PM UTC

sct202 wrote: post #3

I 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?