ASML: MENSAJES DE LA CONFERENCE CALL RDOS. 4T’21 (ANÁLISIS BANCO SABADELL)
De la conference call de Rdos. 4T’21 destacamos: Disrupciones en la cadena de suministros. La situación continúa siendo compleja, pero consideran que están haciendo un buen trabajo de adaptación a la falta de componentes, y se encuentran en mejor posición que en trimestres anteriores. Durante el 4T’21 el principal impacto se ha producido en las herramientas DUV (impacto de c. 800 M euros, c. 16% ventas 4T’21), pero la buena evolución de EUV y Servicios ha permitido alcanzar el punto medio del guidance.
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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