ASML shares (ASML) increased by up to 5 % in pre -market trading after the Dutch semiconductor equipment company recorded better than the expected fourth quarter profits and the CEO rejected its concerns that the latest Dibsic penetration will harm the demand for artificial intelligence chips.
Asml Invented technology It is required to make the most important artificial intelligence chips in the world, and it is the only manufacturer for complex machines – which costs the latest version of approximately $ 400 million – which uses EUV stone printing technology.
ASML sells its devices for chips such as TSMC (TSM), whose devices are used to produce chips for NVIDIA (NVDA) and Apple (AAPL) and other heavy technical weights.
The Dutch company said on Wednesday that profits per share of 6.85 euros, 6.68 euros, and its quarterly revenues of 9.2 billion euros, which amounted to 9 billion euros, according to estimates of Bloomberg consensus.
The first -quarter sales of ASML 2025 also exceeded the expectations with Its guidance range ranges between 7.5 billion euros to 8.0 billion euros Before estimating the consensus of 7.2 billion euros, per Bloomberg.
“In line with our point of view from the last quarter, the growth in artificial intelligence is the main driver of growth in our industry,” CEO Christophe Foucape said in a statement.
“He created a transformation in the dynamics of the market that does not benefit from all our customers on an equal footing, creating both opportunities and risks as shown in the scope of our revenues 2025.”
The results of ASML were more validated than usual after her previous quarterly profits came in expectations and sent their shares – and other chip makers retreated.
The stocks have been pressured in recent weeks amid advertisements for more restricted export controls than the Netherlands and the United States, which seeks to disable China’s arrival to advanced semiconductors.
Although ASML was never allowed to export EUV to China, its sales of other equipment to the region have risen in recent years. ASML revenues from China increased to about 9 billion euros in 2024 from 6.4 billion euros in the previous year, for all Bloomberg data.
The stock decreased this week as news about the cost -cost artificial intelligence model from the Chinese company Dibsic, which doubts the superior spending from Western major technology companies on the infrastructure of Amnesty International, such as the semiconductors made by ASML machines.
He refused above those concerns in Interview with CNBC Wednesday.
“The low cost of Amnesty International may mean more applications. More requests mean more demand over time. We see this as an opportunity to demand more chips,” Foucape said.
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