ASML: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’21 (ANÁLISIS BANCO SABADELL)
De la conference call de Rdos. 2T’21 destacamos: Situación de la demanda. Continúan viendo una demanda fuerte para todo el espectro de sus productos en el corto plazo. Esto ha sido especialmente significativo para los modelos menos avanzados (sistemas DUV; >50% ventas’20 de sistemas) donde esperan que esta fuerte demanda se mantenga en 2022. A medio y largo plazo, las perspectivas del la industria son muy sólidas, y hacen referencia a la continuidad en el tiempo de las sorpresas positivas respecto al crecimiento que esperaban.
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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