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ASML, the manufacturer of flea manufacturing equipment, said that the most advanced machines have jumped in the last quarter, suggesting that producers of artificial intelligence processing increased capacity before China in depth This week does not trigger panic on future demand.
Monday, ASML based in the Netherlands as the most precious technological company in Europe on Monday when it was taken in a stock market panic on Deepseek which also suffered hundreds of billions of dollars of the value of Nvidia, Broadcom and other flea manufacturers.
Low -cost techniques used by the Chinese company to create a New IA model Perouette suggested that great advances could be made without the need for a vast investment in the chips and the computing power that we have concluded in the United States like Openai, Meta and Elon Musk.
The concentration of Deepseek on efficiency was partly caused by export controls focused on the United States which limit China access to ASML equipment and the most powerful chips of Nvidia.
However, the annual results of Wednesday of ASML Underlined a high demand for equipment that flea manufacturers such as Taiwan Semiconductor Manufacturing Company, Intel and Samsung must produce the most peak fleas for customers such as Nvidia and Apple.
ASML shares jumped 11% at the start of negotiations on Wednesday.
ASML said its net reservations in the fourth quarter, which include orders placed by customers but not yet delivered, reached 7.1 billion euros, much higher than 4 billion euros that analysts expected , according to consensual estimates of Visible Alpha. From this figure, the orders of its machines “extreme ultraviolet lithography” (EUV) – its most advanced tools – constituted 3 billion euros, also well in advance on the analysts’ forecasts.
Global net sales for the fourth quarter increased by 24% to 9.3 billion euros, while the group declared a net profit of 2.7 billion euros, slightly ahead of the estimates.
The high demand for production capacity for the ia fleas compensates for an otherwise dull semiconductor market, said the CEO of ASML, Christophe Fouquet.
“The growth of artificial intelligence is the main engine of the growth of our industry,” he said. “It has created a change in market dynamics which does not benefit all our customers as well, which creates both opportunities and risks, as reflected in our range of 2025 income.”
Despite the forecasting of sales in the first quarter of 7.5 billion euros to 8 billion euros, also before the estimates of analysts, ASML did not modify its previous directives according to which revenues for 2025 would be between 30 and 35 billion euros.
TSMC, ASML’s largest customer, said this month foreseen To increase capital spending this year to between $ 38 billion and $ 40 billion, an increase of more than 30%, because it has projected annual growth of annual compounds of 45% of AI fleas income in the five next years.
STIFEL analysts said in a note to customers on Wednesday that the rise in ASML reservations in EUV reservations was “a positive surprise today, given the latest negative information flow on Intel and Samsung”, which has trouble competing with TSMC on the production of peak fleas.
