The ASML (ASML) shares exceeded the four -quarter -quarter profits expected by the Dutch semiconductor equipment company, and after the CEO has rejected concerns that Deepseek’s latest breakthroughs will impair the demand for AI chips, and then commercially available. The transaction increased by 5 %.
ASML Instabled technology It is necessary to create the world’s most advanced artificial intelligence chips, and is the only complex machine that uses EUV lithographic technology (the latest version of $ 400 million).
ASML sells machines to chip manufacturers such as TSMC (TSM). It uses a machine to produce NVIDIA (NVDA), Apple (AAPL), and other high -tech heavyweight chips.
According to Bloomberg consensus estimation, Wednesday Dutch companies reported that prior to the expected € 6.68, the profit per 6.85 euros was 6.85 euros and the quarterly earnings exceeded 9.2 billion euros.
ASML’s sales forecast for the first quarter of 2025 also exceeded expectations Guidance range from 7.5 billion to 8 billion euros Each Bloomberg is prior to a 7.2 billion euros consensus estimation.
“The growth of artificial intelligence is an important factor in the growth of our industry, in line with our views from the previous quarter,” said CEO’s Christophe Fouquet.
“It has changed to the dynamics of the market, which does not benefit all customers. This creates both the opportunity and risks reflected in the 2025 revenue.”
The result of ASML was that the previous quarterly revenue was much lower than expected, and after falling other ship manufacturers, it was scrutinized more than usual.
In the announcement of more restrictive export management from the Netherlands and the United States, shares have recently undergone pressure.
Although ASML is not allowed to export EUV lysography to China, sales of other devices to the region have been increasing rapidly in recent years. For each Bloomberg data, the ASML revenue from China was about 9 billion euros in 2024 in 2024 in 2024.
This week, the news of AI models, which has a high cost of Deepseek, questioned DeepSeek’s expenditure, questioned the ultra -high spending from a major western high -tech company related to AI infrastructure, including semiconductors created by ASML machines.
Fouqet rejected these concerns Interview with Wednesday CNBC。
“The low cost of AI can mean more applications,” says Fouqet. I look at it as an opportunity to demand more chips. “
