ASML: Demand to exceed litho supply into 2023
With the semiconductor industry plagued by shortage of components there is strong demand to build additional fabs and chipmaking equipment supplier ASML is benefitting.
“We continue to see unprecedented customer demand across all market segments, from both advanced and mature nodes, driving demand across our entire product portfolio,” said Peter Winnick, CEO of ASML, during an analysts’ call to discuss ASML’s 1Q22 financial results. “We are running at maximum capacity and expect demand to exceed supply well into next year.”
ASML did not change its full-year forecast of year-on-year growth in 2022 of 20 percent over 2021. Winnick said ASML is planning to re-organize and expand manufacturing and that this could have an impact in 2025 and beyond.
In 1Q22 made a net income of €695 million (about US$750 million) on net sales of €3.5 billion (about US$3.8 billion). The company took in net bookings of €7.0 billion (abou US$7.6 billion) and said it expects 2Q22 saes of between €5.1 billion and €5.3 billion.
The bookings included €2.5 billion from 0.33 NA and 0.55 NA extreme ultraviolet lithography systems as well as strong deep ultraviolet bookings, reflecting continued high demand for advanced and mature nodes, the company said.
Winnick said ASML received multiple orders for the high-NA EXE:5200 systems (0.55 NA) from both logic and memory customers.
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