Redfire75369’s avatarRedfire75369’s Twitter Archive—№ 3,040

        1. ASML Earnings Q1 2022: Revenue: €3.5 Billion (€2.3 Billion System Sales) Net Income: €690 Million Gross Margin: 49.0% Operating Margin: 22.2% EPS: €1.73
          oh my god twitter doesn’t include alt text from images in their APIoh my god twitter doesn’t include alt text from images in their API
      1. …in reply to @Redfire75369
        > Our first-quarter net bookings came in at €7.0 billion, including €2.5 billion from 0.33 NA and 0.55 NA EUV systems as well as very strong DUV bookings. I estimate that includes around 7 0.33 NA EUV and 3 0.55 NA EUV systems.
    1. …in reply to @Redfire75369
      > We received multiple orders this quarter for our High-NA EXE:5200 systems (EUV 0.55 NA) from both Logic and Memory customers. Even memory customers are ordering it quite soon after Intel and TSMC, it's probably Samsung.
  1. …in reply to @Redfire75369
    55 EUV systems projected for 2022, I believe that's what they said last year as well.
    oh my god twitter doesn’t include alt text from images in their API
    1. …in reply to @Redfire75369
      I still think I'm correct about the number of systems ordered this quarter, but the breakdown is 3 Logic and 2 Memory in total.
      oh my god twitter doesn’t include alt text from images in their API
      1. …in reply to @Redfire75369
        Goals for Capacity in 2025 (Not Sales) DUV: 600 0.33 NA: 90 0.55 NA: 20 This is up from the previous target set in 2020 for ~375 DUV and >70 0.33 NA EUV systems.
        oh my god twitter doesn’t include alt text from images in their API