China has overtaken Taiwan as as ASML’s biggest customer with China accounting for 46% of ASML’s sales in Q3 – up from 24% in Q2 – and Taiwan taking 24% of ASML’s Q3 sales compared to 34% in Q2.
“All in all, on the macro front it’s quite dynamic and quite challenging,” says ASML CFO Roger Dassen, “if you then specifically look into the semiconductor industry, I think it’s plain to say that our customers are really going through the cycle trough.”
Earlier this week the US announced further restrictions on the export of chip-making tools to China which, says ASML, will hit its sales. However it doesn’t expect the restrictions to have a material impact on its financial outlook for the year or in the longer term with 2024 revenues expected to be flat with 2023.
“We believe 2024 is going to be a pivotal year in preparing us for what we think will be very significant growth in 2025,” said Dassen.
Q4 revenue is forecast at €6.7-7.1 billion compared to Q3’s €6.7 billion.
최신 산업 동향을 받아보려면 구독하세요.저희 뉴스레터는 전문가가 제공드리는 가치있는 시장 정보입니다.
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state that the increa
In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. However, growth in other, more mature segments is expected to be stag
Taiwanese chip manufacturer TSMC has announced a $100 billion investment in the United States, aiming to build five additional semiconductor facilities.The plan was revealed by TSMC CEO C.C. Wei along
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus programs.
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron Technology, Gen4 p
The global market is watching how TSMC, pressured by the US, might assist Intel's foundry operations, while Samsung Electronics and Rapidus, also facing challenges, may similarly require TSMC'
