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Chip shortage brings photocale machine to decade bull market Asma: Earned!

via:财联社     time:2021/9/30 10:02:21     readed:64

Asma, the world's leading photoresist, will hold Investor Day on Wednesday afternoon local time.In an earlier statement, the company made clear its continued optimism about the future of its high-end photoresist business and the "money" landscape.

As a leader in providing key production tools to the chip industry, Asma expects this round of global trends in the electronics industry to continue to fuel growth in the semiconductor market. At the same time, the growth of the chip terminal market and the increase in photoresist intensity will also drive demand for the company's products.

In terms of specific revenue data,Asma expects annual revenues to be between 24 and 30 billion euros in 2025, up sharply from its earlier forecast of 15-24 billion euros, and gross margins of about 54-56 percent in 2025.

By comparison, Asma achieved revenues of EUR 14 billion and gross margin of 48.6% in fiscal 2020. Asma also expects significant growth opportunities in the market beyond 2025, with the company expecting systems and installation services revenue growth of 11% annualized in 2020-2030, based on external reports and internal expectations.

While it looks like Asma has sharply increased revenue from its photoresponsive machine sales over the next few years,But against a backdrop of manufacturing giants such as Samsung, TSMC and Intel brandishing cheques for rapid production expansion, Asma's expectations may be far from overconfident, with TSMC alone clamoring for a three-year plan to spend $100bn on capacity and develop advanced processes.

The end-market also expects strong demand to continue for several quarters, AMD Chief Executive Officer Su Qifeng said Tuesday, adding that the global supply of key electronic components is likely to continue into the first half of 2022.

Asma's ceo, Peter Middot, also said in July that demand for ultraviolet photoresist machines (EUVs) from memory chip makers was on the rise, in addition to CPU makers. In the face of downstream waiting for photoresist, Asma said it would actively increase and increase production capacity with supply chain partners to meet these needs. At the same time, the company also stressed that the performance of the blast shed will bring more dividends and buybacks.

芯片短缺带来光刻机十年牛市 阿斯麦有望实现营收五年翻倍

芯片短缺带来光刻机十年牛市 阿斯麦有望实现营收五年翻倍

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