· ASML, the leader in lithography machines in the Netherlands, recently announced its 2022 annual financial report. It is expected that net sales in 2023 will increase by more than 25% year-on-year! The financial report shows that in 2022, ASML's revenue will be 21.2 billion euros, net profit will be 5.6 billion euros, and the gross profit margin will be 50.5%. With record-breaking revenue, ASML has added 10,000 new employees! At the same time, as the most valuable high-tech company in Europe, ASML has predicted that chip demand will pick up in the second half of the year, and semiconductor demand is still higher than production capacity. Under the "cold wave" of the semiconductor industry, the lithography machine giant ASML will still maintain strong growth this year!
· ASML is one of the world's largest semiconductor equipment manufacturers headquartered in Eindhoven, the Netherlands, providing leading comprehensive key equipment to global complex integrated circuit manufacturers. In 2021, ASML officially announced the brand-new lithography machine at that time, which supported 2nm chip manufacturing, and 31 EUV lithography machines were delivered. In October last year, ASML also released its latest financial report: net revenue in the third quarter was 5.78 billion euros; net profit in the fourth quarter was 1.82 billion euros, higher than the 1.77 billion euros in the same period in 2021. ASML, which earned 24.29 billion yuan in March, has boldly predicted that chip production capacity will remain tight by 2023, and revenue growth will exceed 25%. Today, ASML publicly announced that the new EUV lithography opportunity will be shipped in 2024. And the unit price of this new product exceeded US$385,014,067.8217!
· Recently, ASML CEO talked about higher-than-expected gross margins: Berlin factory fire led to additional upgrades and insurance compensation.
From a global perspective, the semiconductor equipment market reached US$108.5 billion last year, setting a new record of 5.9% growth. Japanese media reports show that the world semiconductor market increased slightly by 1.1% last year. The SEMI agency said: In 2022, the total sales of global semiconductor equipment is expected to reach a record US$117.5 billion, and in the same year, global semiconductor equipment sales may reach US$108.5 billion, a record high; semiconductor equipment sales will hit a new high for three consecutive years. year fell. In addition, after an in-depth study of the semiconductor industry, it is concluded that the strategy for 2023 should be - be vigilant day and night, and the turning point can be expected. Since the revenue of the global semiconductor industry reached 595 billion US dollars last year, as many as seven major potential stock companies are expected to double in the future, and the global economy far exceeds expectations.
So, what is so difficult about the development of EUV lithography machines? It turns out that lithography machines are rarer than atomic bombs, and only two countries in the world have mastered its technology, so it is too difficult to manufacture it. In this regard, ASML believes that it will take 40 years for hundreds of top suppliers to study. With the continuous development of science and technology, the market will increasingly pursue high performance and high requirements. The long-term monopoly caused by ASLM has caused EUV lithography machines to "end the curtain". Recently, ASML has warned that excessive export control may raise the cost of chips. In order to ship lithography machines, ASML has long been "desperate".
