ASML Orders Miss Estimates, Demand Slips

Рет қаралды 17,234

Ай бұрын

Order bookings at ASML Holding NV were €3.6 billion ($3.8 billion) in the first quarter, compared with an average of €4.63 billion ($4.9 billion) by analysts surveyed by Bloomberg. Europe’s most valuable technology firm and the world’s sole producer of equipment needed to make the most advanced chips was hurt by the downturn in demand for its most advanced machines from the chip making industry. Bloomberg's David Watkins reports.
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Пікірлер: 104

@cinpeace353 Ай бұрын

When ASML lost the freedom to sell, there are nothing they could do.

@Akash-uq8wg Ай бұрын

So its not a private/public company. Its foreign state controlled company.

@LivingWithGout Ай бұрын

China is a technology thief.

@kolviczd6885 Ай бұрын

Henry Kissinger - 'To be an enemy of America is dangerous , but to be America's friend is fatal.' ASML is going to be another example once China start producing their own lithography. It's just a matter of time.

@araara4746 Ай бұрын

If China can build its own space station, then do you think the US can stop China from making chips?

@UnknownUser-in1ok Ай бұрын

Building a chip fab capable of mass production of

@paulattaboyatreides6414 Ай бұрын

@@UnknownUser-in1ok but it is possible especially when you have the resources and the political will behind it.

@iamsheep Ай бұрын

@@UnknownUser-in1ok well the reason China was banned from participating in the ISS is because USA thought that would stop it from developing its own space station...

@erwin734 Ай бұрын

@@UnknownUser-in1ok are you Morris chang? You just insulted NASA, spacex and many others...

@araara4746 Ай бұрын

@@UnknownUser-in1ok So in your opinion, the Netherlands, which has no experience building space stations, can build a chip making machine, and China, which has experience building space stations, will not be able to build a chip making machine?

@bluefish7940 Ай бұрын

China fade out in 2027 of the west tech. They not playing with the Yankees . Chinese put their heads down and works . No complains

@passby8070 Ай бұрын

And China is doing mighty well in using their own chips. Once China learns to walk, running will soon follow. ASML will be a sad story of being a casualties of the US tech war...

@purplemist2779 Ай бұрын

Let me give you a business strategy (completely free) - sell to China, and in huge numbers. make them relatively cheap and keep exporting large numbers. Get them addicted. That's the easiest way to make money and not make China your competitor in next 5years.

@DW-op7ly Ай бұрын

Yes IF Americans were smart they would have got their friends to all lower prices and dump those chips on the Chinese markets

@X-H-Wu Ай бұрын

Guy, THREE DECADES ago in China: A business strategy - sell to the Western World, and in huge numbers. make them relatively cheap and keep exporting large numbers. Get them addicted. That's the easiest way to make money and not make the Western world your competitor in next few decades. (China has been doing that for at least three decades.)

@lamrof 17 күн бұрын

Basically what Musk is doing.

@DW-op7ly 16 күн бұрын

@@lamrof China saved Tesla from bankruptcy 5 years ago And apparently Musk went to China to get that Chinese FSD data stored over there by Tesla since 2021 The Chinese probably said no we can’t allow that Chinese data to go to the USA so you can type up some algorithms But we will allow you to team up with Baidu who are already way ahead of you anyways This will help you compete in China vs Chinese EV makers 👇 Baidu starts offering nighttime driverless taxis December 26, 2022 Starting this week, the public can ride its robotaxis in Wuhan between 7 am and 11 pm without safety drivers behind the wheel. Previously, its unmanned vehicles could only operate from 9 am to 5 pm in the city. The updated scheme is expected to cover one million customers in certain areas of Wuhan, a city of more than 10 million people. Like most autonomous vehicle startups, Baidu combines a mix of third-party cameras, radar and lidar to help its cars see better in low-visibility conditions, in contrast to Tesla’s vision-based solution. In August, Baidu started offering fully driverless robotaxi rides, charging passengers at taxi rates. In Q3, Apollo Go, the firm’s robotaxi hailing app, completed more than 474,000 rides, up 311% year over year. Accumulatively, Apollo Go had exceeded 1.4 million orders as of Q3. TC

@kevinmjomba3394 Ай бұрын

😂not selling to your biggest customer ( China) can hurt you 😂😂

@mariajiao4855 Ай бұрын

Of course they miss estimates. Soon they will have a steong competition from China which they give up willingly or unwillingly

@Akash-uq8wg Ай бұрын

If China has the ability and knowledge to retune older machines, in order to produce chips it wasn't designed to. The Chinese engineers fully understand the technology. By the time asml global factories are operational, China has caught up.

@sepilokfui Ай бұрын

no downsize in demand of semiconductor, there is only ASML does not dare to sell to any related chinese companies...😂

@Agent77X Ай бұрын

ASML beat on profits but are banned from selling to other country!😮

@godzillamothra5983 Ай бұрын

when you were banned from selling to your biggest customer, what do you expect? LMAO

@isaacnewtonchauke5444 Ай бұрын

These people are Funny Bro.😂

@dnart4850 Ай бұрын

😅😅😅

@12345678910111213106 Ай бұрын

China is a minor customer, Taiwan is the main one. Different place.

@rain-el1wz Ай бұрын

@@12345678910111213106 half of asml's revenue from china. china's demand was bigger than usa, taiwan, korea combined.

@manwingchi9156 Ай бұрын

Typically America, still won't admit China can develop it own EUV and others technologies. 😂😂😂

@surfspark Ай бұрын

Tell me one duv machine china made let alone euv.

@Gman979 Ай бұрын

Friggin analysts can't even give us the real causes let alone sound financial advices. Lol

@first-gordonchang9510 Ай бұрын

The Clown 🤡 call itself financial expert.🤣

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@JA-pn4ji Ай бұрын

Well, that analysis was counterintuitive. ASML's high NA-EUV is not selling as well as they hoped with their biggest EUV customer TSMC yet to place an order. Only Intel is going ahead with investing $hundreds of millions in high-NA machines. Samsung another potential buyer has expressed sceptism as to its application for memory chips and its running costs in comparison to applying double patterning with existing EUV machines. History tells us there is a pattern of alternating capital investment choices between Intel and TSMC/Samsung. When TSMC/Samsung invested early in EUV, Intel chose to adopt multipatterning. Today TSMC/Samsung is adopting multipatterning with EUV while Intel has invested early in high NA-EUV. These choices could become critical in determining the future dominant enterprise in this space. Meanwhile, the restrictions on sales to China have decimated future sales of the lower end DUV machines and overall the large pipeline of orders that accompanied political and post-Covid angst about semiconductors is coming to an end. Very likely that the future is one of saturated supply.

@Funktastico Ай бұрын

with so many new fabs from tsmc / intel / bosch .... you'd think semis oversupply cycle coming soon ? or those iot / AI chips gonna keep filling orders ?

@marktrinidad7650 Ай бұрын

Its great to see non American companies performing poorly. I think American economic might would continue for another 3 decades as long as we bring back our chip making industries. The world doesn't need ASML, it only needs America. Of course its not our fault that China now has now some homegrownchip fabrication machines , Netherlands should blame it on China for threatening their business.

@BigVic13 Ай бұрын

@marktrinidad7650 You said "The world doesn't need ASML, it only needs America." The fact is, without ASML America has NO chip making industry. How are you going to make chips without lithography machines? No country at this point can produce ASML's EUV lithography machines, meaning you can't make chips below 5nm without their machines. Apple, NVIDIA, AMD, Qualcomm, MediaTek, Broadcom, Intel, and others US semiconductor companies subcontract manufacturing from TSMC (Taiwanese company), who uses ASML's EUV machines to make "US chips" and is ASML's largest customers.

@ElfProduct Ай бұрын

@@BigVic13 I think you missed his sarcasm. It was quite funny.

@soha7271 Ай бұрын

America First doctrine is alive and well

@KPAU07 Ай бұрын

they are doomed

@keimo2007 Ай бұрын

Yikes! Half of the business comes from China.

@liuantony638 Ай бұрын

when ASML was forbided to sale its products to its big customers in China, where is EU? when ASML is being forced to stop servicing customers in China, where is EU? If EU does not protect its tax payer, what is the meaning for the existance of EU

@learnbycoding Ай бұрын

EU is a sub-region of the US. What can you expect from them?

@soha7271 Ай бұрын

EU is a joke

@SSYlist Ай бұрын

lol how du^^b he can't say US influence as a cause lol

@andrewareva4605 Ай бұрын

Too bad they can't sell to China.

@user-ml9ez9ui9m Ай бұрын

TSMC is doing whatever it can to reduce its dependence on EUV made by ASML, TSMC is now capable of using existing EUV to make next generation chips, TSMC will fully utilize its advanced packing service to make advanced chips more cost effective

@catshaman7098 Ай бұрын

I feel like I know ASML better than this Dutch guy. Dude can’t even speak up on a company that literally just reported other than regurgitating facts.

@isaacnewtonchauke5444 Ай бұрын

Thanks to Uncle Sam

@onuberonly7846 Ай бұрын

Done turn in chip sector - NO No - this is a ASML issue not a wider chip sector issue.

@mirkostanic92 Ай бұрын

Is anyone surprised, really?

@Anthony-dj4nd Ай бұрын

Dun, Dun, Dunnn!!!........

@soha7271 Ай бұрын

Can’t blame China now, EUV can’t sell to China so it’s weakening demand of the big chip makers

@dachochiyo3992 Ай бұрын

Why they don't sell to America?

@rain-el1wz Ай бұрын

chinese market is way bigger

@M3W3 Ай бұрын

The big boys need inference to play with their new toys, electricity is what they need now. A lot more of electricity.

@dachochiyo3992 Ай бұрын

bad boy

@derysylvester3180 Ай бұрын

ASML will soon fade out like kodak

@123man371 Ай бұрын

Good they should sell to us only

@RB-eo4eq 29 күн бұрын

ASML already working with China tech on using China indigenous sub components technology to build first generation China made EUV. Certainly a long road ahead but I’ve not see China over the last 30 years shy about hard work and investment to compete. 10 years ago Tesla Elon laughed openly when asked about BYD.