ASML Climbing 7%, Planning Deal with Taiwan Semi
ASML Climbing 7%, Planning Deal with Taiwan Semi
$ASML Holding (ASML.US)$ stock is trading higher Wednesday amid reports of the company planning to deliver its latest high-NA extreme ultraviolet chipmaking machines to $Taiwan Semiconductor (TSM.US)$ and Samsung Electronics Co in 2024.
$阿斯麦 (ASML.US)$该公司计划在2024年向$台积电 (TSM.US)$和三星电子公司交付其最新的高NA极紫外光刻机。
By year-end, all three major clients, including $Intel (INTC.US)$, will receive these advanced machines.
到年底，包括所有板块在内的三个主要客户将收到这些先进的机器。$英特尔 (INTC.US)$预计ASML在本财年下半年将迎来更强劲的需求复苏。它预计美国的芯片禁令将影响到其2024年对中国高达15%的销售。
Intel already received its first shipment in December for its Oregon factory, Bloomberg cites ASML CFO Roger Dassen.
英特尔已于去年12月为其俄勒冈州工厂收到了第一批货物，彭博援引ASML首席财务官Roger Dassen的话称。
ASML's new machines, capable of imprinting semiconductor lines just 8 nanometers thick, will support AI applications and advanced electronics. Despite TSMC's concerns about the roughly $381 million (350 million euros) price, demand remains strong.
ASML的新机器可以注入仅8纳米的半导体线，将支持AI应用和先进电子产品。尽管TSMC对约3.81亿美元（3.5亿欧元）的价格存在担忧，但需求仍然强劲。
Jefferies analysts predict ASML's orders will average $6.21 billion (5.7 billion euros) per quarter for the rest of the year, potentially boosting 2025 sales to 40 billion euros. They expect TSMC to use high-NA at the A14 node in 2028.
Jefferies的分析师预计，ASML的订单将平均每个季度达到62.1亿美元（57亿欧元），可能将2025年的销售额推高至400亿欧元。他们预计TSMC将在2028年A14节点上使用高NA。
ASML expects a more robust recovery in demand in the second half of the fiscal year. It expects the U.S. chip embargo to impact up to 15% of its sales to China in 2024.
阿斯麦期望在本财年下半年需求会有更强劲的复苏。它预计美国禁止向中国出售芯片将在2024年影响其对中国高达15％的销售额。
Also, TSMC's plan to hike the prices of its chip production services sent the broader sector down on Tuesday.
另外，TSMC计划提高其芯片生产服务的价格，这使得整个服务业在周二下滑。