Between the smartphone revolution, cloud computing, and the Web of Issues, the demand for cutting-edge chips has by no means been greater. And if in case you have any doubts about that, then one solely wants to have a look at the record-breaking gross sales of the gear used to fab these chips. ASML, the chief within the area for photolithography, introduced this week its monetary outcomes for the third quarter, revealing that its gross sales, earnings, and internet bookings all topped expectations, as the corporate acquired orders for 23 excessive ultraviolet lithography (EUVL) instruments.
ASML’s revenues in Q3 2019 totaled €2.987 billion ($3.Three billion), with a internet revenue of €627 million ($692.7 million). In the course of the quarter, ASML offered 45 DUV and 7 EUV lithography programs, in addition to 5 used lithography programs. In complete, the corporate offered 136 step-and-scan instruments this yr thus far, of which 18 have been EUV instruments. In This fall, the corporate intends to ship eight EUV step-and-scan programs, bringing the entire for 2019 to 30 EUV programs.
ASML’s greatest bump within the third quarter got here from a complete of 23 orders for Twinscan NXE EUV programs from numerous prospects. Mixed with different bookings, ASML’s internet bookings totaled €5.111 billion in Q3, the corporate’s highest ever for a single quarter. It’s significantly noteworthy that ASML reaffirmed that it expects its EUV instruments to be adopted by each logic makers (i.e., CPUs, GPUs, and so on.) and reminiscence producers.
As of July 2018, there have been 31 EUV scanners put in at numerous fabs internationally, together with a number of machines in numerous semiconductor analysis organizations. With 10 programs offered in H2 2018 and 18 EUV scanners put in this yr, the variety of EUV lithography instruments used on the planet is approaching 60 models. In fact, the quantity is significantly behind the variety of DUV step-and-scan programs used these days, however it’s clear that excessive ultraviolet lithography is step by step getting extra widespread, and that demand is continuous to extend.
Formally, solely TSMC and Samsung Foundry use ASML’s Twinscan NXE scanners to make chips utilizing their N7+ and 7LPP manufacturing applied sciences. Each contract makers of semiconductors will develop their utilization of EUV instruments as they undertake new fabrication processes. Moreover, Intel will use EUVL for its 7 nm know-how that will probably be deployed throughout a number of fabs by means of 2021. Moreover, corporations like Samsung and SK Hynix are mulling the usage of EUVL for DRAM manufacturing.
Here’s what Peter Wennink, CEO of ASML, needed to say:
“For the remainder of the year, we expect Logic to continue to be strong, driven by the leading-edge nodes supporting end-market technology and applications such as 5G and artificial intelligence. The timing of Memory recovery remains uncertain. We continue to make solid progress in EUV. Customers have introduced their first EUV manufactured devices and we have seen EUV mentioned in product announcements. In the third quarter, we shipped seven EUV systems, three of which were NXE:3400C, our higher productivity model. We received 23 EUV orders in the third quarter which contributes to our highest ever value of bookings in one quarter. This strong order flow confirms the adoption of EUV in high volume manufacturing for Logic and Memory. Our overall view for 2019 is essentially unchanged as we continue to see 2019 as a growth year.”
- ASML to Ship 30 EUV Scanners in 2019: Sooner EUV Instruments Coming
- Samsung’s Aggressive EUV Plans: 6nm Manufacturing in H2, 5nm & 4nm On Monitor
- TSMC: 3nm EUV Improvement Progress Going Nicely, Early Prospects Engaged
- Micron’s DRAM Replace: Extra Capability, 4 Extra 10nm-Class Nodes, EUV, 64 GB DIMMs
- Samsung Completes Improvement of 5nm EUV Course of Expertise