In response to President & CEO, Peter Wennink, “Our third-quarter internet gross sales got here in at €5.8 billion with a gross margin of 51.8% — above our steerage. There may be uncertainty out there because of quite a lot of world macro-economic issues together with inflation, shopper confidence and the chance of a recession. Whereas we’re beginning to see diverging demand dynamics per market phase, the general demand for our techniques continues to be sturdy. This resulted in document bookings within the third quarter of round €8.9 billion of which €3.8 billion is EUV, together with Excessive-NA techniques.
We’re persevering with to evaluate and observe the brand new US export management laws. Based mostly on our preliminary evaluation, the brand new restrictions don’t amend the principles governing lithography tools shipped by ASML out of the Netherlands and we count on the direct affect on ASML’s total 2023 cargo plan to be restricted.
“ASML expects fourth-quarter internet gross sales between €6.1 billion and €6.6 billion with a gross margin round 49%. ASML expects R&D prices of round €880 million and SG&A prices of round €265 million. For the total 12 months, we count on income of €21.1 billion with a gross margin approaching 50%,” stated ASML President and Chief Government Officer Peter Wennink.
Merchandise and enterprise highlights
- In our DUV enterprise, we shipped the primary TWINSCAN NXT:2100i to a buyer. This latest immersion scanner allows over 20% enchancment of on-product** overlay.
- A number of prospects have adopted Alignment Optimization 12 Shade as process-of-record for his or her main nodes. It improves wafer alignment by producing and measuring twelve wavelengths (or colours) as a substitute of simply 4, making certain a extra strong alignment that reduces wafer-to-wafer overlay variation by over 20% when mixed with scanner modeling enhancements and alignment optimization software program.
- In our EUV Excessive-NA enterprise, we obtained further orders for the TWINSCAN EXE:5200; all present EUV prospects have now submitted orders for Excessive-NA.