The chipmachinemaker still waiting for the final breakthrough of his revolutionary EUV machine, but benefited from a strong demand for its current product line. There were 46 machines sold with Deep Ultraviolet technology (DUV) under the hood. Also, ASML is pleased with the demand for Holistic Lithography, which last year strengthened through the acquisition of Hermes Microvision.
Expectations
The figures come after a surprisingly good fourth quarter. ASML expected revenue in the best case to keep it stable compared to the previous quarter, but came to €1.9 billion (+5,5%). The gross margin increased to 47,2% (+1.2 pp).
order books run full
compared to the very 2015 deterioration of the margin light to 44,8% (a fall of 1.3 pp). In contrast, the flooding of the order books. There are already 18 EUV-machines ordered, of which 6 in the last quarter. These machines represent a value of €2 billion.
For the first quarter of 2017 expected ASML a turnover of €1.8 billion (+38% y-o-y), with a margin of 47% (+4,4 pp). The investment in research on development increased to €320 million (+€50 million, +18,5%).
Next phase
Ceo Peter Wennink of the Veldhovense company suggests that the company is the next phase of the commercialization of EUV runs. He expects that it no longer takes a long time for the first customers start mass production on the basis of the new technology to 7 nanometers. That gives even more details on the chips, allowing for the same application, smaller chips will suffice.
ASML opened Wednesday at €112,00 (+3.9%) and was the biggest riser on the Damrak.
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