Recent #ASML news in the semiconductor industry

11 months ago

➀ ASML surpasses AMAT to lead the semiconductor manufacturing equipment market in 2023;

➁ ASML's equipment shipment reached $23.7 billion in 2023, a 48% increase from 2022;

➂ TEL, affected by the downturn in the memory market, saw its shipments decline by 23% to $10.3 billion in 2023;

➃ The global semiconductor manufacturing equipment market is expected to grow by 3% in 2024, reaching $98.3 billion, with a projected increase of 15% to $112.8 billion in 2025;

➄ The US government's export controls on China may limit shipments from US, Dutch, and Japanese manufacturers.

ASMLMarket Sharesemiconductor manufacturing
11 months ago
➀ Christophe Fouquet, ASML's president and CEO, discusses the company's commitment to sustainability and the importance of chip production in Asia despite Western efforts to build up production in their own countries. ➁ Fouquet emphasizes the need for Europe and the U.S. to address 'costs and flexibility' to have a global impact. ➂ The article highlights ASML's role in the chip industry and its recent expansion into Europe with Taiwan Semiconductor Manufacturing Co.'s new plant.
ASMLEuropechip industrysustainability
11 months ago
➀ ASML's headquarters in Eindhoven, the Netherlands, is accessible only to global semiconductor companies purchasing billion-dollar EUV equipment or high-level government officials. ➁ The CEO of ASML, Christophe Fouquet, emphasizes the importance of free trade for the semiconductor ecosystem. ➂ Fouquet discusses the development of the Korean semiconductor industry and the challenges posed by protectionism.
ASMLsemiconductor
11 months ago
➀ The Netherlands is renowned for its tulips and windmills, but it also holds a significant position in the semiconductor equipment sector, with ASML being the most famous. However, there are many 'hidden champions' in this低调 nation playing crucial roles in the global semiconductor industry. ➁ ASML, as a gem in the Netherlands' semiconductor industry, dominates the global semiconductor equipment manufacturing field. Its light刻机 technology is the key to its success. ASML has grown from a struggling startup to the industry leader with numerous untold stories. ➂ ASM International NV (ASM), with a history of 55 years, focuses on ALD and epitaxy, leading the global ALD market with over 55% market share. ➃ BE Semiconductor Industries NV (BESI) has gained attention for its hybrid bonding equipment, experiencing significant stock price growth. ➄ Nearfield Instruments, a company providing metrology and process control equipment for advanced semiconductor manufacturing, has developed an automated high-throughput 3D scanning probe metrology system.
ASMLsemiconductor
11 months ago
➀ ASML has officially introduced green energy at its Taiwan facilities, aiming for 100% renewable energy use at Lin Kou and Tainan plants in 2024; ➁ ASML has been recognized for its sustainable efforts, including winning the外商企業組冠军 in the '天下永續公民獎' and placing second in the 外商企業組 of the '天下人才永續獎'; ➂ ASML focuses on extending product lifecycles and promoting circular economy, with over 130 refurbished machines back in the market since 2010; ➃ ASML collaborates with Taiwanese suppliers to reduce carbon emissions, including localizing packaging and optimizing logistics operations; ➄ ASML invests in STEM education, partnering with non-profit organizations and universities to promote semiconductor optical science education; ➅ ASML emphasizes employee training and development, offering a global career development platform and internal job rotation opportunities.
ASML
11 months ago
➀ ASML's exposure machine product development requires years of research and development, especially EUV technology; ➁ ASML's supply chain operation is complex but well-managed, with each component produced and delivered precisely; ➂ ASML's business model is based on long-term customer relationships and multiple income sources, including sales, upgrades, maintenance, and after-sales services.
ASMLSupply Chainsemiconductor equipment
about 1 year ago
➀ ASML's CEO, Christophe Fouquet, emphasizes the importance of China's semiconductor production for global markets, despite being technologically behind. ➁ Fouquet believes Europe is unable to meet its semiconductor demand and relies on China's legacy chips to fill the supply-demand gap. ➂ The CEO suggests that without a domestic production plan, further restrictions on China could disrupt the global chip supply chain.
ASMLChinasemiconductor
about 1 year ago
➀ Chinese mainland has consistently been ASML's largest customer region, accounting for over 40% of its revenue. ➁ ASML's second-quarter 2024 financial results showed a slight decline in sales and profit. ➂ Chinese semiconductor companies are stockpiling advanced lithography machines due to potential trade restrictions, disrupting ASML's production plans. ➃ The expansion of mature process capacity in China is seen as both mitigating industry downturn and potentially overconsuming resources for advanced process research. ➄ Global semiconductor market concerns about overcapacity and the impact on future R&D investment.
ASMLChinasemiconductor
about 1 year ago
➀ Imec and ASML have successfully patterned sub-20nm pitch metal layers using High NA EUV lithography in a single exposure. ➁ The results demonstrate the capability of High NA EUV to enable dimensional scaling of logic and memory technologies. ➂ These achievements were made possible through the joint ASML-imec lab, accelerating the introduction of High NA lithography into manufacturing.
ASMLEUVImec