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ASML, a manufacturer of chip production equipment, said the orders for their most advanced machines increased in the last quarter, suggesting that the manufacturers of artificial intelligence processors increased the capacity before the Chinese deep this week started panic due to future demand.
Asml, based in the Netherlands, lost the title as the most respected European Technology Company on Monday, when he was captured in a panic on a stock market over Deepsek, which also wiped hundreds of billions of dollars from Nvidia, Broadcom and other chips.
The cheap techniques that the Chinese company uses to create a Piercing new AI model He suggested that there could be a lot of progress without the need for big investments in chips and computer power that US rivals such as Openi, Meta and Elon Musk’s XAI planned.
Deepseek’s focus on efficiency was partly caused by American export controls that limit the approach to China ASML’s equipment and the most powerful NVIDIA chips.
However, annual results on Wednesday Asml He pointed out a strong demand for equipment that manufacturers of chips such as the Taiwanese semiconductor production company, Intel and Samsung should produce state -of -the -art customers chips such as Nvidia and Apple.
ASML shares jumped 11 percent on Wednesday in early trading.
Asml said that his net reservations in the fourth quarter, which include orders that the customers set but have not yet delivered, hit 7.1 billion euros, far higher than analysts of 4 billion euros expected, according to consensitive assessments of the visible Alpha. From that figure, orders for their machines “extreme ultraviolet lithographs” (EUV) – his most advanced tools – made 3 billion euros, also far ahead of the analyst prognosis.
The total net sales for the fourth quarter increased by 24 percent to EUR 9.3 billion, while the group reported on a net revenue of 2.7 billion euros, slightly ahead of estimates.
The strong demand for the production capacity for AI chips is otherwise offset by the semiconductor market, said ASML CEO of Christophe Fouquet.
“The growth of artificial intelligence is a key to growth in our industry,” he said. “He has created a shift in a market dynamics that does not use all our customers equally, which creates both the possibilities and risks as reflected in our range of revenue from 2025.”
Despite the prediction of sales in the first quarter in the amount of EUR 7.5 billion of 8 billion euros, also in front of analysts estimates, ASML did not change its earlier guidelines that revenue will be between 30 billion euros and 35 billion euros for 2025 years.
TSMC, Asml’s biggest customer, said this month Planin In order to increase capital consumption this year to between $ 38 billion and $ 40 billion, which is more than 30 percent, since in the next five years he projects 45 percent of the annual growth of AI chip revenue.
Stifel analysts said on Wednesday to clients that ASM’s rise of EUV reservations today “a positive surprise, given the latest negative news about Intel and Samsung”, who tried to compete with TSMC on top-notch the production of chips.
