ASML to Deliver Advanced Chipmaking Machines to TSMC, Intel, and Samsung by Year-End
ASML's High NA EUV machines, crucial for next-gen semiconductor fabrication, are expected to boost sales and maintain the company's market lead.
- TSMC, Intel, and Samsung will receive ASML's High NA EUV machines by the end of 2024.
- ASML's CFO confirmed optimism about significant 2 nm-related orders from TSMC in upcoming quarters.
- The advanced machines, costing over 350 million euros each, are vital for producing cutting-edge logic chips.
- ASML's stock rose over 6% following the announcement, reflecting strong investor confidence.
- Jefferies analysts predict ASML's quarterly orders will average 5.7 billion euros, potentially boosting 2025 sales to 40 billion euros.