ASML: We can meet 60 percent of equipment orders this year

In order to overcome the global chip crisis, chip companies announced hundreds of billions of dollars of investment and construction of a significant part of them will begin this year. However, in order for the investment to become meaningful, the equipment must be ready on the first day. This is unlikely.

ASML has difficulties in orders

Dutch ASML, which can produce 55 EUV casting system and 240 DUV casting system orders annually, is the sole ruler of the sector, and the slightest trouble also affects the sector. The company got into trouble as DUV orders exceeded 500.

14 in the quarter Able to deliver EUV and 60 DUV systems, ASML will be able to fulfill 60 percent of DUV orders this year. The delivery time of a DUV machine to the customer has been extended by up to 2 years. The company is trying to increase capacity.

By 2025, it is aimed to reach an annual production capacity of 600 DUV systems and 90 0.33 NA EUV systems. In addition, more advanced production capacity of 20 0.55 NA EUV will be achieved in the medium term.

More efficient and expensive EUV systems Since companies such as Samsung, Intel, TSMC can order, other players are turning to DUV systems. We also know that the companies mentioned above use DUV systems for certain chip products. It seems that these orders, which accumulate every year, prevent the end of the global chip crisis.