Littletofu
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$ASML Holding(ASML.US$ sells the relatively rare EUV machines to a handful chipmaking giants including $Taiwan Semiconductor(TSM.US$ , $SAMSUNG EL 144(SSNGY.US$ and = $Intel(INTC.US$ . Each machine reportedly has over 100,000 components and it takes 40 freight containers or four jumbo jets to ship. Last year, ASML sold just 31 of these enormous pieces of equipment, according to its financials. It has sold over 100 in total.
Upcoming sales boom?
Demand for ASML’s EUV machines and its DUV machines is soaring as chipmakers attempt to overcome a global crunch.
In September, ASML said it expects a sales boom over the next decade. It believes annual revenue will hit 24-30 billion euros by 2025, with gross margins up to between 54% and 56%. The prediction is significantly higher than the 15-24 billion euro range it had previously forecast.
“We see significant growth opportunities beyond 2025,” the company said, adding that it expects to achieve an annual revenue growth rate of around 11% between 2020 and 2030.
ASML said “global megatrends in the electronic industry” coupled with “a highly profitable and fiercely innovative ecosystem” are expected to continue to fuel growth across the semiconductor market, which is battling the global chip shortage.
It added that growth in semiconductor markets and “increasing lithography intensity” are driving demand for its products and services.
Upcoming sales boom?
Demand for ASML’s EUV machines and its DUV machines is soaring as chipmakers attempt to overcome a global crunch.
In September, ASML said it expects a sales boom over the next decade. It believes annual revenue will hit 24-30 billion euros by 2025, with gross margins up to between 54% and 56%. The prediction is significantly higher than the 15-24 billion euro range it had previously forecast.
“We see significant growth opportunities beyond 2025,” the company said, adding that it expects to achieve an annual revenue growth rate of around 11% between 2020 and 2030.
ASML said “global megatrends in the electronic industry” coupled with “a highly profitable and fiercely innovative ecosystem” are expected to continue to fuel growth across the semiconductor market, which is battling the global chip shortage.
It added that growth in semiconductor markets and “increasing lithography intensity” are driving demand for its products and services.
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Littletofu
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$ASML Holding(ASML.US$ This bunch of chives is too big, can you sell some of the main players have collected chips so easily they can pull up thank you for selling the chives
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Littletofu
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$Disney(DIS.US$ what is the plan for disney…. why is it going all the way down?
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$Aoxin Q & M(1D4.SG$ up it goes
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This is the youtube link to the my observations and analysis of the 50 over pages long report by People's Bank of China. I find it necessary to read this since I have capital allocation into Chinese tech equities listed in Hong Kong and US.
https://youtu.be/cGJ3mxAd39I
x $XIAOMI-W(01810.HK$ $TENCENT(00700.HK$ $HUYA Inc(HUYA.US$ $UP Fintech(TIGR.US$ $Futu Holdings Ltd(FUTU.US$ $NetEase(NTES.US$ $Bilibili(BILI.US$ $BILIBILI-W(09626.HK$ $PDD Holdings(PDD.US$ $Meituan(ADR)(MPNGF.US$ $MEITUAN-W(03690.HK$ $Youdao(DAO.US$ $JOYY(YY.US$ $Alibaba(BABA.US$ $NIO Inc(NIO.US$ $XPeng(XPEV.US$ $XPENG-W(09868.HK$ $JD-SW(09618.HK$ $JD.com(JD.US$ $KUAISHOU-W(01024.HK$ $iShares Hang Seng TECH ETF(03067.HK$ $ZA ONLINE(06060.HK$ $DiDi Global (Delisted)(DIDI.US$ $TAL Education(TAL.US$ $New Oriental(EDU.US$
https://youtu.be/cGJ3mxAd39I
x $XIAOMI-W(01810.HK$ $TENCENT(00700.HK$ $HUYA Inc(HUYA.US$ $UP Fintech(TIGR.US$ $Futu Holdings Ltd(FUTU.US$ $NetEase(NTES.US$ $Bilibili(BILI.US$ $BILIBILI-W(09626.HK$ $PDD Holdings(PDD.US$ $Meituan(ADR)(MPNGF.US$ $MEITUAN-W(03690.HK$ $Youdao(DAO.US$ $JOYY(YY.US$ $Alibaba(BABA.US$ $NIO Inc(NIO.US$ $XPeng(XPEV.US$ $XPENG-W(09868.HK$ $JD-SW(09618.HK$ $JD.com(JD.US$ $KUAISHOU-W(01024.HK$ $iShares Hang Seng TECH ETF(03067.HK$ $ZA ONLINE(06060.HK$ $DiDi Global (Delisted)(DIDI.US$ $TAL Education(TAL.US$ $New Oriental(EDU.US$
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$Q&M Dental(QC7.SG$ $Aoxin Q & M(1D4.SG$
Aoxin Q& M acquires 49% stake in Q& M' s Acumen for $29.4 mil
http://www.theedgesingapore.com/news/ma/aoxin-qm-acquires-49-stake-qms-acumen-294-mil
Aoxin Q& M acquires 49% stake in Q& M' s Acumen for $29.4 mil
http://www.theedgesingapore.com/news/ma/aoxin-qm-acquires-49-stake-qms-acumen-294-mil
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