ASML fires from all pipes: 15 EUV systems delivered, made a lot of sales and earned high profits. The incoming orders show that things will continue like this for the time being: These are once again above the sales just generated.
ASML had more than 5.2 billion euros in the third quarter of this year Annual implemented, with a net profit of over 1.7 billion euros. How high the demand is is shown by the value of orders received during the same period, which totaled 6.2 billion euros. Of this, 2.9 billion euros are only attributable to EUV systems, by which the classic and not high-NA solutions are meant.
EUV systems were also the sales driver in the current third quarter. 54 percent of sales were made with EUV, and 15 systems were delivered. This now increasingly includes the new NXE revision: 3600D, which exposed 160 wafers per hour for a customer for the first time, explains ASML. The production increase of around 15 percent compared to previous exposure systems together with increased production of EUV systems at ASML itself should enable more capacity for customers such as TSMC, Samsung, SK Hynix, Micron and others more quickly in the future. Because, as can be seen from the trend, DRAM manufacturers are slowly catching up when purchasing new systems.
ASML is celebrating further successes not only at EUV, but also at the front of classic exposure machines. In the third quarter of this year, the 1,000. ArF immersion scanner delivered. The first system of this type was delivered in 2006. They are still the backbone of mass production at almost every semiconductor manufacturer.
The bottom line is that ASML wants 2021 with a End growth of around 35 percent over the previous year. In return, the last quarter should be pretty similar to the third, a turnover of around 5 billion euros is targeted. The long-term outlook has not changed, just three weeks ago ASML presented extensive plans for the future at the Analyst Day.