Lithography equipment in short supply through 2023 says ASML
With the semiconductor industry plagued by shortage of components there is strong demand to build additional fabs and Dutch chipmaking equipment supplier ASML is benefitting.
“We are running at maximum capacity and expect demand to exceed supply well into next year,” said Peter Winnick, CEO of ASML.
“We continue to see unprecedented customer demand across all market segments, from both advanced and mature nodes, driving demand across our entire product portfolio,” he said in an analysts’ call to discuss ASML’s 1Q22 financial results.
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.
TSMC CEO CC Wei also highlighted the key relationship with tool makers: TSMC looks to 2nm in 2024
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 (about US$7.6 billion) and said it expects 2Q22 sales 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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