Dutch lithography machine giant ASML: Very optimistic about business in the Chinese market next year

News from this website on November 6. According to a report by China Daily, Shen Bo, global senior vice president and president of China of ASML, the Dutch photolithography giant, said in an exclusive interview during the CIIE that ASML will China's business is growing rapidly. It is expected that China will account for more than 20% of ASML's global revenue throughout the year. It is also very optimistic about its business in China next year.

▲ Picture source ASML official website

Shen Bo said, “Our recruitment in China in 2023 will exceed 200 people. In 2024, we expect that business development will continue to bring a lot of demand, and the expansion of our team should be relatively large. Of course, we still have to make annual plans. We are still looking at the specific figures. But the growth of the entire team is certain.”

According to reports, China’s revenue share in ASML’s global business reached 46% in the third quarter of this year. The performance for the entire year is expected to exceed 20%, which is a significant increase compared with previous years. Shen Bo also said that from the first machine shipped to China in 1988,

to the end of 2023, ASML The installed capacity of photolithography machines and measurement machines in China is close to 1,400 units

. Recently, the United States announced the latest chip export control measures. From a volume perspective, based on ASML China's business volume this year, it will probably have a 10~15% impact on ASML's business next year. ##. The global semiconductor industry is currently facing a series of challenges, and some practitioners even believe that "globalization is dead." Shen Bo believes that global cooperation has always been the most effective way to promote technological progress in the entire semiconductor industry, or it can be said to be the only way. Only globalization can help the entire industry move forward most efficiently. At present, about 85% of the components of ASML's products are not produced independently, but need to be produced in cooperation with the world's best suppliers ASML announced its third quarter financial results last month , net sales were 6.7 billion euros (approximately 51.791 billion yuan), net profit was 1.9 billion euros (approximately 14.687 billion yuan), a slight decrease compared with the previous quarter, and the gross profit margin was 51.9%

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