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ASML draws investor scrutiny after warning shocks global chip markets

• nabla9 2y ago
  >After the pandemic leap in demand, ASML said some customers have announced delays of new plants and upgrades, including makers of the logic chips used in smartphones, PCs and other devices. >Manufacturers that make the memory chips that go into them also plan fewer expansions, meaning they can rely on existing equipment for longer. >"TSMC has been spending rather low capex numbers so far this year, and they may do so again next year because their overall (plant) utilisation is not as good as their sales numbers suggest." Gross margin of 50.8% Operating margin2 of 32.7% Net income as a percentage of total net sales of 27.8% Net bookings of €2.6 billion including EUV bookings of €1.4 billion Q3 Net systems sales:€5,926 million. 35% EUV 48% ArFi 64% logic, 35% memory, Ship to location regions: 1. 47% China 2. 21% USA 3. 15% Taiwan 4. 15% South Korea 5. 2% Japan Q3’24 net system bookings: €2,633 million 46% logic 54% memory Q2’24 net system bookings: €5,567 million 73% logic 27% memory