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Wednesday, April 17, 2024 by Christoph.Schmid|Comment 0
within category ASML Holding,ASML,Semiconductor Equipment & Testing

ASML, the Dutch semiconductor equipment supplier, released Q1 earnings. The biggest surprise comes from a very weak order intake. The consensus expected an order intake of €5.1bn, while the effective number is 29% below at €3.6bn.

ASML argues that the order intake is highly volatile and further mentions the following: a) the ASP per machine is in the region of $150-300m, b) the complexity of the set-up, each time it is a tailor-made set-up, and c) delivery leads (>1 year).

Otherwise, ASML reported better-than-expected Gross income (€2.7bn vs €2.6bn expected by analysts) and Gross margin (51%), reflecting an excellent management execution.

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