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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

  • 910,900 15 apr 2024 17:38
  • 0,000 (0,00%) Dagrange 907,200 - 930,800
  • 606.551 Gem. (3M) 574,1K

ASML 2023

12.131 Posts
Pagina: «« 1 ... 117 118 119 120 121 ... 607 »» | Laatste | Omlaag ↓
  1. forum rang 4 desjaak 28 februari 2023 20:40
    quote:

    Up and down. schreef op 28 februari 2023 18:13:

    Stel dat ASMI met mooie resultaten komt verwachten jullie dan ook een mooie groene opening voor ASML?
    De twee volgen elkaar doorgaans wel, als sector sowieso, dus groen bij ASMI betekent voor ons ook meewind.

    Ik hoop dat wij snel weer richting de 600 kunnen kijken, en dagen als vandaag maar weer snel achter ons te laten.
  2. Mike O. 1 maart 2023 06:54
    quote:

    IPlayTheStockMarketSoWhat schreef op 28 februari 2023 23:10:

    semiwiki.com/forum/index.php?threads/...

    Discussie van mensen met meer kijk op de materie dan ik.
    Interessante animatie van AMAT die het eea duidelijk maakt. Het lijkt op het nabootsen van double patterning door extra materiaal te verwijderen. Hiermee lijkt het enkel geschikt voor trenches/via's. Het betreft ook alleen een animatie , wat mij het gevoel geeft dat het (nog) geen spectaculaire resultaten opgelevert heeft, anders zouden ze wel wafer images presenteren.
  3. forum rang 7 Hopper58 1 maart 2023 06:55
    Uit de Outlook van ASMI:

    'Based on the current visibility, we expect revenue in the second half of 2023 to remain at a healthy level, albeit somewhat lower than in the first half of 2023. Looking at the wafer fab equipment (WFE) market in 2023, logic/foundry spending on the most advanced nodes and automotive-related power/analog demand is expected to remain resilient. The reduction in memory spending is expected to continue in 2023, while demand for trailing-edge nodes in logic/foundry, especially consumer related is expected to soften. In total, the WFE market is forecasted to drop by a mid to high teens percentage in 2023'
  4. Nails 1 maart 2023 07:41
    March 1 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks.
    ASML HOLDING :
    Dutch semiconductor equipment maker ASM International said on Tuesday it expects strong orders to lead to higher first-quarter revenue than last year, while also flagging a need to expand capacity
  5. forum rang 7 wiegveld 1 maart 2023 09:01
    Applied Materials to Challenge ASML’s Grip With New Machines
    1

    Ian King
    Tue, February 28, 2023 at 9:25 PM GMT+1
    In this article:

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    (Bloomberg) -- Applied Materials Inc. has begun selling a chipmaking machine designed to decrease the industry’s reliance on ASML Holding NV and more cheaply produce the kind of ultra-powerful semiconductors that can handle artificial intelligence tasks.

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    The company’s Centura Sculpta machine — a so-called pattern shaping system — lets customers reduce the amount of time they spend on lithography, the process of using light to burn lines into silicon. Lithography has become increasingly complex and expensive, and the new approach will help streamline chip production while reducing waste, Applied Materials said Tuesday.

    The move threatens to disrupt a lithography market dominated by ASML’s machines. Though Applied Materials isn’t challenging that company directly, it’s attempting to rethink the way the industry manufactures chips — the tiny electronic components that are built by depositing materials on disks of silicon.

    Applied Materials gained 4.3% to $116.86 as of 3:18 p.m. in New York. ASML fell 1.9% to €584 ($618) in Amsterdam.

    The patterns that allow chips to store and process data are burned onto wafers and then later filled with metal and other substances. The lithography stage of the process has become increasingly difficult as circuits shrink down to dimensions that are smaller than the wavelength of most light sources.

    ASML’s extreme ultraviolet machines are able to handle these tasks for cutting-edge semiconductors, and it’s a lucrative source of revenue for the Dutch company. Sales have nearly doubled since 2019, and ASML is expected to post revenue growth of 25% this year. Compare that with the rest of the chip equipment industry, which is bracing for a sales contraction as customers cope with an inventory glut.

    ASML’s machines are some of the most expensive in an industry where equipment can easily cost more than $10 million apiece. But ASML’s approach has drawbacks. Some parts of the chip require what’s called multiple patterning — taking two or more runs through the process to achieve the desired results.

    Applied Materials’ new machine will remove the need for some multiple patterning by using an electrically activated chemical technique to complete that part of the process.

    The idea is to “complement” ultraviolet lithography, “while also tackling the growing economic and environmental challenges of advanced chipmaking,” Applied Materials executive Prabu Raja said in a statement.

    The new tool could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term, according to Krish Sankar, an analyst at Cowen & Co.

    Chipmakers that adopt the system will save as much as $250 million in capital costs if they’re running a line that processes 100,000 wafers per month, according to Applied Materials. Each wafer will cost about $50 less and require 15 fewer kilowatt hours of energy. It also will need 15 fewer liters of water and result in 0.35 kilograms less in carbon dioxide emissions, the company said.

    The new offering is primarily aimed at the production of what’s called advanced logic — massive, complicated chips such as Nvidia Corp.’s graphics processors used in AI. Only three companies specialize in that type of production: Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. and Intel Corp.

    Combined, those companies make up the majority of spending on chipmaker gear and account for more than half of sales for both Applied Materials and ASML.

    Applied Materials cited Intel as a company that has already embraced the new approach.

    “Intel will be deploying pattern-shaping capabilities to help us deliver reduced design and manufacturing costs, process cycle times and environmental impact,” Intel executive Ryan Russell said in the statement.

    (Updates shares in fourth paragraph.)
  6. Mendex 1 maart 2023 10:41
    (ABM FN-Dow Jones) Applied Materials is met de verkoop van een chipmachine gestart, die de afhankelijkheid van de halfgeleiderindustrie van ASML moet verkleinen, maar de impact daarvan op ASML zal beperkt zijn. Dit verwachten analisten van Jefferies.

    Die machine, de Centura Sculpta, moet tegen lagere kosten chips kunnen produceren die bijvoorbeeld kunnen worden gebruikt voor artificial intelligence, zo werd dinsdag bekendgemaakt.

    Toch zou Applied Materials niet direct met ASML willen concurreren. Applied Materials zou de eigen machine meer als 'complementair' aan de EUV-technologie van ASML zien.

    Op basis van cijfers die Applied Materials zelf afgaf, schat Jefferies de impact van de nieuwe chipmachine op de omzet van ASML in op slechts twee tot drie procent.

    Centura Sculpta past volgens Jefferies meer bij het SDAP double patterning-proces waar Samsung en Intel de voorkeur aan geven in plaats van bij het LELE-proces van TSMC.

    Jefferies heeft een koopadvies op ASML met een koersdoel van 700,00 euro. Het aandeel ASML steeg woensdagochtend met 0,2 procent tot 584,90 euro.
12.131 Posts
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