US-listed shares ntawm ASML (ticker: ASML) nce 2.4% nyob rau hauv US premarket trading, thaum lub shares trading nyob rau hauv Amsterdam (ASML.Netherlands) sawv 1.3%. Cov khoom lag luam tau poob ntau dua 10% txog tam sim no xyoo no, nyob rau hauv txoj kab nrog kev poob qis hauv kev lag luam thev naus laus zis.
Cov pab pawg tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm € 1.8 billion ($ 2 billion) ntawm kev muag khoom ntawm € 5 billion, xa cov nyiaj tau los ntawm ib feem ntawm € 4.39. Cov kws tshuaj ntsuam tau xav tias cov nyiaj tau los ntawm € 1.6 billion - thiab ib qho nyiaj tau los ntawm € 3.71 - los ntawm kev muag khoom ntawm € 5.1 billion.
Cov nyiaj tau los tau nce 29% los ntawm € 1.4 billion ib xyoos ua ntej, thaum muag khoom nce 16% los ntawm € 4.3 billion.
"Peb tau ntsib kev xav tau ntau dua rau peb lub tshuab ntau dua li peb cov peev txheej tsim tau tuaj yeem ua tau. Kev thov muaj zog heev hauv kev ua lag luam kawg ua rau muaj kev ntxhov siab rau peb cov neeg siv khoom kom muaj txiaj ntsig ntau dua, "said Peter Wennink, lub tuam txhab tus thawj tswj hwm thiab CEO.
Kev them nqi nws tus kheej yog "lub tuam txhab thev naus laus zis tseem ceeb tshaj plaws uas koj tsis tau hnov txog," ASML tsim cov khoom siv rau kev tsim khoom semiconductors, muab cov chips loj tshaj plaws suav nrog
Intel
(NTSE),
Taiwan Semiconductor Manufacturing
(TSM), thiab
Samsung Electronics
(005930.Korea). Lub ntiaj teb tsis txaus ntawm cov chips tau hais txog lub tuam txhab kev lag luam niche thiab lub luag haujlwm tseem ceeb uas nws ua hauv cov saw hlau thoob ntiaj teb.
Nws cov khoom tseem ceeb yog lithography systems - ASML tuav ib qho ze-monopoly - uas yog ib feem tseem ceeb ntawm cov txheej txheem chip-ua. ASML tseem yog ib tug pioneer nyob rau hauv huab-ultraviolet lithography (EUV) lithography, uas yog ib tug ntau-cia siab rau tiam tom ntej ntawm lub tshuab.
"Yuav kom txhawb nqa peb cov neeg siv khoom, peb tab tom muab lawv cov khoom tsim tau zoo txhim kho cov kev daws teeb meem rau lawv lub hauv paus, thiab peb tau txo lub sijhawm voj voog hauv peb lub Hoobkas kom xa khoom ntau dua," Wennink ntxiv.
ASML cia siab tias qhov muag muag hauv 2022 yuav loj hlob nyob ib puag ncig 20% txij xyoo 2021, txawm tias suav txog qhov cuam tshuam ntawm hluav taws kub ntawm nws qhov chaw Berlin thaum ntxov lub hli no.
Dan Thomas, tus kws tshuaj ntsuam ntawm kev tshawb fawb kev tshawb fawb txog kev lag luam, "ASML tseem yog qhov tseem ceeb rau cov neeg siv khoom lag luam zoo li TSMC thiab Samsung txuas ntxiv nqis peev ntau hauv cov thawj coj," said Dan Thomas, tus kws tshuaj ntsuam ntawm peev kev tshawb fawb kev pab tswv yim Third Bridge.
"Txhua qhov kev hloov pauv ntawm cov khoom siv hluav taws xob semiconductor tej zaum yuav ua rau muaj txiaj ntsig zoo rau tag nrho cov kev xav tau ntawm cov cuab yeej lithography, uas ASML yuav yog tus txais txiaj ntsig tseem ceeb," Thomas ntxiv.
Sau rau Jack Denton ntawm [email tiv thaiv]