Sabadell - ASML Holding NV (ASML) ASML HOLDING NV: NUEVAS RESTRICCIONES A LAS IMPORTACIONES DE CHIPS A CHINA DESDE SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

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Sabadell

Alvaro del Pozo

EUR 50.00 For Business Accounts Only

ASML HOLDING NV: NUEVAS RESTRICCIONES A LAS IMPORTACIONES DE CHIPS A CHINA DESDE SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

Sobre los nuevos comentarios de nuevas limitaciones de exportaciones de chips desde el 1 de septiembre a China por el gobierno holandés la compañía ASML indica que tendrá que solicitar permisos de exportación para sus productos más avanzados (DUV lithography systems; TWINSCAN NXT:2000i y otros sistemas similares; ~36% de las ventas globales de ASML) pero que lo puede empezar a hacer ya, si bien el Gobierno holandés estudiará cada caso. También indican que no esperan que esto tenga un efecto material es sus estimaciones de Rdos. para 2023 o a largo plazo. Además, también confirma que el resto de exportaciones no están controlados por el Gobierno holandés. Todo esto no debería sorprender en la que medida que era conocido (las primeras noticias salieron en marzo) y que la compañía ha vuelto a ratificar que no hay impacto significativo en el negocio. Achacamos la caída del -3% del valor hoy a su extraordinaria evolución reciente y mantenemos COMPRAR.

30/06/2023 1 ES

Underlying

ASML Holding NV

ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.

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NL0010273215 Euronext Amsterdam Netherlands

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Sabadell

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Alvaro del Pozo

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ASML HOLDING NV: NUEVAS RESTRICCIONES A LAS IMPORTACIONES DE CHIPS A CHINA DESDE SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

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