ASML reassured investors with an excellent quarterly report-the shares returned to growth after the collapse due to Deepseek

Compared to other reporting periods, the fourth quarter forces public companies to prepare financial statistics a little longer, but ASML has met until the end of January, saying that the volume of orders for its equipment for the production of chips in monetary terms grew to € 7.09 billion, two with two with Small times higher than the expectations of analysts.

Image Source: ASML

CEO of the Netherlands company Christophe Fouquet, commenting on the results of the past fiscal quarter, explained that “AI is an obvious driver” of the financial results of this supplier of lithographic scanners. Such equipment is necessary for the release of any semiconductor components, and in the case of computing solutions for the AI ​​infrastructure, just the most expensive lithographic systems of this brand are in demand. “We sincerely believe that AI will open even greater opportunities in front of the semiconductor industry,” explained ASML head.

ASML shares managed to grow 8 %on good news, but earlier this week the capitalization of the company was reduced by more than € 19 billion due to investors’ fears about the possible reduction in the costs of manufacturers of chips for equipment for their production. All due to the successes of the Chinese startup Deepseek, which showed the ability to create effective language models with moderate material costs and limited computing resources. On Monday, ASML shares fell 7 %.

Of the indicated 7 billion euros that formed orders for ASML equipment in the last quarter, about € 3 billion for advanced EUV scanners. At the same time, sanctions against China began to inevitably affect the ASML business in the region, and if during the main part of the last year and part The country before was the main source of revenue for the company, then in the fourth quarter it lost to the United States and was in second place. It is important to consider that the development of the American semiconductor industry also contributed to the displacement of priorities in ASML supplies.

In the last quarter, the company’s Chinese revenue reached € 1.92 billion or 27 % of the total. According to the results of this year, the share of China in the revenue of ASML should drop to 20 %, as noted earlier. However, in the company this process is called a return to normal ratios corresponding to historical trends. According to the results of this year, ASML revenue should meet the range of up to 30 to 35 billion euros, according to the leadership. According to the results of the last quarter, the supplier revenue reached € 9.26 billion euros and exceeded the market expectations, net profit amounted to € 2.69 billion and also turned out to be higher than the forecast.

In the last quarter, ASML received revenue from the supply of two more advanced lithographic scanners of the High-Na EUV class, each of which costs more than € 350 million. Who are their recipients, due to protracted logistics and specificity of accounting, it is difficult to judge, but Intel and TSMC are such The systems have already begun to receive. They will allow them to produce chips with lithographic standards of less than 2 nm.