The ASML First Half 2021 Mega-Review
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- Опубликовано: 20 июн 2024
- 2020 was a crazy year for ASML. Between COVID outbreaks and worldwide economic instability, ASML found itself juggling whipsawing customer demand.
TSMC lost Huawei as a flagship customer. As a result, they did not need so many EUV machines and they cut their allocation.
Then, Intel delayed their roadmap by 6-12 months, and the EUV order book shrank yet further.
Suddenly, ASML found itself making more EUV machines than their customers needed. So they cut their 2021 budget. They told their entire supply chain to hunker down.
Well, you know what happened next. The economy came roaring back and everyone needs chips now.
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For more videos on ASML, check out the playlist: ruclips.net/p/PLKtxx9TnH76R3D0aXnw-IVVaA383XTfMv
Perhaps you could cover Micron? Forward p/e of 7 yet the stock is down 20% since April.
your quality is beyond my grasp however 1 tiny correction: it's pronounced: [ d z j i s t ]
Most youtubers would be happy just to make a well researched video on a current topic but this dude writes a poem just for the hell of it. Truly a renaissance man
I think Asianometry should follow his dreams and get a PhD in computer hardware specializing in semiconductor manufacturing lmao.
My dreams as well!
Until reality hits how hard it is 😂
In what other life will he try to get it?
We only have this one life, so not applying or trying to figure out how to realize your dream is not a life I want.
I know that I will be getting a PhD, someday. Because why not try to get the best life that I can get, and I love research and educating.
and some companies prioritizes hiring PhD graduates
If you are willing to say goodbye to work-life balance and tolerate a very hierarchical workplace environment, then I'd say it's okay. I say this as someone who used work in that industry as a new PhD graduate. Semiconductor manufacturing is as much science as an art. Beyond solid technical knowledge you also need very good intuition for quick problem solving (without diving into the technicalities). That requires decades of experience. That's why the job is so hierarchical. And compared to other professions with similar stress levels the pay isn't the greatest.
"The chip hipsters" is the phrase of the week. Thanks for the chuckle! :D
Chipsters? :D
I'm gonna start working for asml in November so this was a great video to watch
If you meet Miriam Diaz de Caso, can you tell her I think she's fine as wine
Fantastic DD as always Asianometry, Super impressed with how much detail youve gone into here . Long $ASML!
Jokes on you, they are just slapping the sticker on, you should really be long Zeiss and Trump ;)
@@excitedbox5705 That's far from truth
ASML is largely an assembler who can't even decide to whom she can sell.
Had a good chuckle at the chip hipster comment. ASML has been working very closely with Trumpf and Zeiss for years, so it holds some kind of truth. But Trumpf and Zeiss can't do anything with their products without ASML integrating it all into one machine and writing the software for it. As always a great video :)
I've been working on EUV forecast for a major semi company. Your channel is great, well done.
This is my favorite company! Thank you for this awesome review, and for the information, you provide on semiconductors.
Fascinating. Thank you for research and presentations. I’m in the final interview round with ASML. This information will keep me on point. Cheers!
Well researched as usual.
Interesting watch! Looking forward to the next one.
Another excellent video from Asianometry!
Your ending questions are very interesting! Great watch!
Excellent contact, thank you very much!
Excelent!! When I're older I want to know as much as Asianometry!!
Great video as usual. keep it up man
Informative as always. Thank you.
Awesome job! Very well researched and explained. I had no idea Canon has better dry lithography tools despite my 10 years in semiconductor manufacturing.
Thank you for the awesome video! Anyway you can do an episode on other equipment company like Applied Materials or LAM Research as well?
Amazing work! Keep it up!
Came for the semiconductors, stayed for the Shakespeare.
You have really good content, two thumbs up
Thank for the amazing content. :-)
love your content dude
Who will end up bearing the final cost of those inefficiencies? The answer: The taxpayers will. They always end up paying.
That is what they are for..
precise and insightful!!!!
Thanks, well appreciated.
Well, since everybody is posting requests for you to do more videos about this and that,
Could you do a video about Britney Spears and her influence on Chips? You know like with dips... 😂
LOve your work. I always learn a lot about thinks I didn't even know I wanted to know about.
Free Britney!
Do you or will you ever do a video on the analog semiconductor space? I'd love to hear your thoughts on Texas Instrument or even the Analog Devices + Maxim Integrated deal.
My father was an analog chip designer! But alas I know nothing about this space right now.
"nowhere near as flash as euv" that casual pun with no callout broke my brain.
Raleigh's law... nice refresher of nanomaterials and optics module. Thanks!
It's precision manufacturing, nothing nano material.
@@Mr-hn2bp How do you suppose you image nano structures? Raleigh's law is important in optical microscopy.
Subscribers number growing!!! Very good
''The best ability is availability.'' Could be right after Martin Luther King and Goethe quotes.
With Smee you got me laughing loudly.
SMEE shipped a 28nm photolithographer already.
Can we take a look at bosch? There efforts going in the chip industry ist quite interesting i think..
Superb, thank you. So many YTCs I’m so critical of, primarily due to incessant bg music, crap editing, crazy pace and other general naffness, but your channel seems amazing ( researching asml as a job hopeful ).
Super minor trivial language point… Gist (I’m born &45 yrs in Uk) I’m pretty sure is pronounced jist. Anyone else want to chip in on that ?( unintended pun).
Keep safe & strong over there!
American English doesn't follow British grammar and pronunciation so different you might call it AMERICAN.
ASML is te beast chipmaker company! Thanks for de video!
do a video on KLA
One high-NA EUV system will set you back by about $300M.
i literaly didnt know ASML before finding your channel. I under the inpression TSMC/Intel/Samsung did it all.
At the even deeper level of it there are a chain of small specialized companies who each make insanely pure chemicals in insanely precise concentrations that are each critical to some-or-other specific step in the never ending latter of complexity that must be ascended to reach high end chip making.
Manufacturing more transistors than there are people in the world in an area the size of a pinky nail is truly the definition of "ungodly hard".
Thanks
This is another example aside from TSMC and Samsung. That companies can still survive.
Could you do a video on silicon carbide or testing/metrology?
Dude you should consider porting your essays into podcast format
super cool and posted to reddit
COVID-19 actually made the semiconductor industry thrive. Most company stocks have risen, and some have more than doubled (ASML) in the last year. I am still working since the lockdown and foundries operate 24/7 like there was no COVID-19 (with some CDC restrictions). They're at max capacity due to the high demand for IC: equipment for people working remotely, chromebooks for kids studying remotely, many companies entering the IC market (M1 chip for example), expansion of data centers to handle all the network load, new smart products, or just plain bored people like me looking for something to kill time. I bought a 4K TV, a gaming laptop, upgraded my gaming desktop, an M1 macbook air, 4 power bricks to run the M1, a PS5, and 2 3D printers with the 3rd being built just to name a few. Multiply a few hundred million people like me and you see why there's a chip shortage. LOL.
Good video. Could you do one on the restrictions Japan put on Korea and its long term implications? That seems to have fallen under the radar. Japan has a 90% marketshare on photoresists and dominate the market in Hydrogen Flouride (which is critical in making all chips).
China supplied these to Korea during the sanctions by Japan.
ASML shipped 101% in Q1 2021, what a company.
I'm amazed how many of these systems have been shipped considering the limited market, just shows how big these few companies must be, but I struggle to relate that to life expectancy of 20 years, they must be turning these machines over far more often than anything like 20 years. Talk about a niche market wow.
Almost all of the machines ever produced by ASML are still working in the field.
Why did they choose 13.5 nm? I have read that it has to do with the layers in a Bragg mirror
Everything is going to need to start using chips. Even the newest circuit breakers that has arc-fault function are going to need chips.
The canon vs. ASML market offerings gets much more nuanced when you consider NAND manufacturers and the JFIL tools canon is now selling.
Isn’t SMEE a technology partner again with ASML?
Supply chain jam is like a traffic jam. One idiot tapping the brakes shuts down the entire highway.
"Wastefully spent on ASML."
Translation: one man's (perceived) trash (spending) is literally another man's (tangible) treasure.
Unreal content and essential for investors like myself. I’m curious, are you an investor, too?
I'm looking forward to the chip glut with much lower prices.
Supply chain resilience requires a degree of duplication, which results in some inefficiency, but is a good insurance to have when disasters hit.
Also Did you notice the chuckle from one of the TSM executives when an analyst asks ' what are the concerns for TSM of a Chinese invasion ? ' on last earnings call . I enjoyed the response being the notion that Taiwan is currently the focus of worldwide manufacturing and assured him that is not a current relevant concern. It seems not only governments are concerned about sovereign chip foundries but so are investors. The ASML walk back was actually hilarious and kind of ahead of its time for a comment lol !!!
@UserNr333 doesn't Taiwan have nukes ?? I wouldn't mess with Taiwan. This isn't 1930 anymore.
@@x2ul725 Taiwan tried to develop nukes but was killed by USA in the cradle.
@@Mr-hn2bp I thought they had hand wound clock gear driven launch systems a long time ago. Before semi's were big. Remember when Sega genesis chips were used to power rockets in the early 90's at one point too ?? Everyone is capable out here.
Canon should be finishing their impression lithography for 5 and 3 nm lithography very soon.
What is impression lithography?
@@Asianometry like a rubber stamp basically. called NIL They dip a stamp/mask into resist and put it over the wafer. Then they either heat it or shine a UV light through the stamp to harden the resist. If you have ever seen those chocolate holograph videos, that is the same thing.
I’ll believe it when I see it, I suppose
Are you sure that's not 5µm and 3µm you're talking about when talking impression lithography?
@@Asianometry It should be Immersion lithography using the defraction property of water to effectively shrink the incident light wavelength. It was proposed by BenJian Lin of TSMC who is thus able to get EUV-lithographer supply first hand.
Great video man!Keep up the great content. Have you thought about getting more into visual graphics (after effects)?It would push your videos to another level!
I can’t do both the visuals and content without compromising on one
Come apply here man we can use you at ASML ;)
7:33 not clear cut. using DUV for TSMC like 7nm will cost more time and defects, this was Intel's downfall. If i remember it correctly, TSMC employed few layers of EUV and the rest DUV for a particular 7nm customer.
Right, which is why I said greater than 7nm. 10nm and above for logic chips likely are not using EUV.
EUV IS BACK ON THE MENU BOYS
My tin droplets were hit at least twice
13:50 hehe yeah. ASML has been supplying Intel but chipzilla has been conservative with buying latest equipment or Intel people and investors were milking Intel. My point is, TSMC has been driving the growth of ASML and the headline may have a point considering largest corporations like Apple and other tech giants rely on TSMC, and with Intel rumored buying more than Apple on 3nm.
Samsung and Hynix I think are certainly doing a whole lot of spend too
a video on carl zeiss would be very nice
It’s already done. Just sitting in Early Access. It’s a really good video IMHO
@@Asianometry How about advanced packaging? : )
Asml, our pride and joy..
who makes the chips that runs the EUV machine software?
Most likely Xilinx (now owned by AMD) or Altera (now owned by Intel). FPGA chips are the "poison of choice" in many process control applications because of their flexibility compared to ISA based processors.
@@andersjjensen thanks
And who makes the machines that make the chips that runs the machine software that makes the chips?
@@Asianometry the motherof the machine i guess
imo chip investment is going to ramp up for idk 3-4 years then there is going to be major overcapacity everywhere. kinda like what happened with solar panels, then it's going to be a who can survive the longer period / who has the most government subsidy to stay in biz.
Bro you know. I actually use your channel for equity research lol
Go to nikkei asia most of his research from there
@@nejihiashi thanks
What they said about inefficiency isn't nefarious. Countries want control over their own chip supply, which means more fabs, which means more lithography machines to sell. Obviously it's more "efficient" if one theoretical fab has total control over every chip printed in the world, but the cost is you relinquish control for convenience and "efficiency." It isn't that inefficiency is necessarily bad, it's that it might be a price countries are willing to pay in order to feel more secure about their supply.
Enjoying the ASML stock price
Why you said that ASML competitors are Canon and Nikon? What about applied materials, Lam research and Kla tencor?
Those guys don’t do lithography
ASML, Nikon and Canon
As of inefficiencies, it's what they say.
I say creating critical infrastructure.
Look how efficient our health system become, that at the point of minor hiccup millions die.
Compared to previous plagues this one is but a sneeze. And despite of efficiency, growing GDP and wealth, collective humanity feels miserable.
45 million lines of code for EUV machine
I'm kicking myself for not buying this in the winter or spring I should've known
can you do a update on chinese chip makers please
Fun fact: this guy is obsessed with microcontroller :)
Asml is absolut the best compagny off the world.in these sector
At the end the consumers will benefit with lower prices but the tax payers and the chip manufacturers will probably suffer with industry oversupply.
If IOT and networking revolution continues, chip manufacturers will not suffer much. We are at the edge of new revolution. I think chip demand will also increase substantially. Secondly same companies (Samsung,Intel,TSMC etc) will be the one opening fabrication plants in U.S. and E.U. They can handle oversupply.
Would you say ASML stock is overpriced rn?
Who ends up paying the cost of redundant machine due to technology growth? The tax payers of course!
tax payers and consumers of electronics in those countries seeking self-sufficiency will bear the cost of inefficiency, who else can it be. It does raise the questions, the ASMLs TSMCs and APPLEs of the world, which will be a better investment in the next 5-10 years? or none
Inefficiency at the cost of security. I think this trade-off is not bad.
Well ASML HAS 17.5 billion euro on orders. The have plenty work for alot of people. The cant even keep up the orders. Its a mad house there.
do you work for ASML?
USA in gangster mode blocking intra violet machines and
Is over a 15 min vid a mega review? Make it 20 or 30 mins then call it a mega reviewp
Lol
Shame of ASML lose his credit to delivery EUV to SMIC for so many years
Subscribe yesterday it’s so important to know what’s going on in the Asian part of the planet
Will China try to "buy and copy" the ASML's DUV systems for their 1,300,000,000 Chinese people? There will be overrated. It will be an environmental impact: much pure water and much electrical energy.
Some issues in your vocal cords!
Somehow i get the feeling you don't like ASML and taste some envy; of east Asian continental origins perhaps ?
I learned something from this, thanks!
ASML will be replaced by someone in 20 or 10 years
Same with CCP.
@@thorc4167 well you compared dude
I respect China. This is going its own way. Not like western aggressive making problem inside other countries to defeat.
say what?
sounds very American of you,, food for white people,,