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.
$阿斯麥 (ASML.US)$該公司計劃在2024年向$台積電 (TSM.US)$和三星電子公司交付其最新的高NA極紫外光刻機。
By year-end, all three major clients, including $Intel (INTC.US)$, will receive these advanced machines.
到年底，包括所有板塊在內的三個主要客戶將收到這些先進的機器。$英特爾 (INTC.US)$預計ASML在本財年下半年將迎來更強勁的需求復甦。它預計美國的芯片禁令將影響到其2024年對中國高達15%的銷售。
Intel already received its first shipment in December for its Oregon factory, Bloomberg cites ASML CFO Roger Dassen.
英特爾已於去年12月爲其俄勒岡州工廠收到了第一批貨物，彭博援引ASML首席財務官Roger Dassen的話稱。
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的新機器可以注入僅8納米的半導體線，將支持AI應用和先進電子產品。儘管TSMC對約3.81億美元（3.5億歐元）的價格存在擔憂，但需求仍然強勁。
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的分析師預計，ASML的訂單將平均每個季度達到62.1億美元（57億歐元），可能將2025年的銷售額推高至400億歐元。他們預計TSMC將在2028年A14節點上使用高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.
阿斯麥期望在本財年下半年需求會有更強勁的復甦。它預計美國禁止向中國出售芯片將在2024年影響其對中國高達15％的銷售額。
Also, TSMC's plan to hike the prices of its chip production services sent the broader sector down on Tuesday.
另外，TSMC計劃提高其芯片生產服務的價格，這使得整個服務業在週二下滑。