ASML to Deliver 35 EUV Systems in 2020

[AleksandarK]

In a 2019 earnings call ASML, a Dutch company that is currently the world's largest semiconductor lithography supplier has been talking about the company's records and what awaits them in the future. In its 2019 earning report, ASML was forecasting the delivery of as much as 35 EUV systems in 2020. It is not a forecast per se, but rather a known fact since factories order their equipment months before they need to use it. Having previously delivered 26 EUV systems in 2019, the plan for the coming years is to boost the EUV system shipments by as much as 40% yearly. With plans to ship between 45 and 50 EUV systems in the year 2021, AMSL sees a strong revenue gain in the coming years. What is driving the demand for these machines is the use of ever-smaller semiconductor manufacturing nodes. Even at 7 nm, there is almost a need to use EUV lithography, and as you drop in size the lithography challenge becomes real, the use of EUV becomes a necessity.


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[R0H1T]

I wonder how many of them are going to China, if any?

 

[P4-630]

I wonder how many of them are going to China, if any?

0 still. Political reasons.

 

[aaronsh343]

Have to agree. None of these will probably end up being in China.

 

[Vayra86]

0 still. Political reasons.

I hope we have an easier time keeping this in our own hands as we did with that warship that somehow got to Libya recently

'Oops, we lost a ship'

Libyan warlord paid €1.35m for ex-Irish Naval vessel sold by Ireland for €100,000

UAE firm breached UN arms embargo over decommissioned ship, Security Council told

www.irishtimes.com

"The embargo was breached by a company in the United Arab Emirates (UAE), about a year after the decommissioned vessel was sold by the State to a Dutch shipping broker, according to a UN report.

The State sold the offshore patrol vessel for €110,000 to the Dutch company. The Dutch company sold it a year later, for $525,000 (€473,000), to the company in the UAE, which almost immediately sold it to a company in Libya for $1.5 million (€1.3 million)."

All they had to do was reinstall the guns and presto.

And apparently this stuff happens more often, too.

 

[ZoneDymo]

I wonder how many of them are going to China, if any?

Send it to China and you risk them just copying it and then making their own.
Dont send it to China and you risk them just making their own so no more money for you.

 

[AlB80]

Send it to China and you risk them just copying it and then making their own.
Dont send it to China and you risk them just making their own so no more money for you.

Everyone copies if they can. Accordingly, Dutch ASML should not supply EUV equipment to anywhere except trusted firms in the Netherlands.
In reality, the only reason they didn't go to China (excluding Taiwan) is because of the poisonous US policy and the lack of protection from the European Union.

 

[R0H1T]

In reality, the only reason they didn't go to China (excluding Taiwan) is because of the poisonous US policy and the lack of protection from the European Union.

I'm not sure that'll fly when China really wants them EUV, right now there's very little need for them to move into this space (in part due to the costs) but they are eventually gonna get there whether by hook or by crook. The genie let out of the bottle, what nearly ~50 years back isn't going back in!

 

[laszlo]

asml is the heart of the semiconductor industry as i see; they transform wishes in nm reality

 

[erixx]

 

[Vayra86]

Everyone copies if they can. Accordingly, Dutch ASML should not supply EUV equipment to anywhere except trusted firms in the Netherlands.
In reality, the only reason they didn't go to China (excluding Taiwan) is because of the poisonous US policy and the lack of protection from the European Union.

And far more importantly, the fact there are many documented cases of Chinese infiltration at ASML. The technology is highly valuable and unique and this whole ordeal has zero to do with US policy or the EU. The reason they didn't go to China is because they risk IP, and the debate is now if perhaps this should be blocked by the state completely.

The main reason to not go to China is because while there is money to be made, the risk is high and you will never get truly integrated in that economy. All sorts of limitations for foreign companies. Investing in China is a bit like winning the lottery; attractive, but once you've won, how is that going to help your business in the long run?

And about the US... the Dutch Ambassador from the US (Paul Hoekstra) may be a total dickhead, but he got it right several times now: 'Invest in NATO, you lazy sods' and 'Don't sell ASML IP to China'. These are both strategically very important for us IMO, the benefit is mutual.

 

[AlB80]

I'm not sure that'll fly when China really wants them EUV, right now there's very little need for them to move into this space (in part due to the costs) but they are eventually gonna get there whether by hook or by crook. The genie let out of the bottle, what nearly ~50 years back isn't going back in!

China needs resources, equipments and technologies. And technology cost is incomparable with equipment cost. Buy the original machine, disassemble, reproduce all parts, test every spare part/module with the original machine, assemble replica. Everybody do this, but China has the best conditions for producing everything.

And far more importantly, the fact there are many documented cases of Chinese infiltration at ASML. The technology is highly valuable and unique and this whole ordeal has zero to do with US policy or the EU. The reason they didn't go to China is because they risk IP, and the debate is now if perhaps this should be blocked by the state completely.

And much more importantly, there are many documented cases of U.S. pressure on ASML.
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