Latest news with #EUV
Yahoo
19 hours ago
- Business
- Yahoo
ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?
ASML Holding ASML has delivered a solid year-to-date (YTD) gain of 10%. This performance easily beats the broader Zacks Computer and Technology sector, which rose a mere 1.5% in the same period. ASML Holding stock has also moved ahead of several semiconductor peers, including NVIDIA Corporation NVDA, Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. YTD, shares of NVIDIA, Intel and Advanced Micro Devices have risen 8.1%, 7.1% and 5%, respectively. This outperformance shows investors are increasingly confident in ASML Holding's long-term story, even during a volatile market shaped by trade conflicts and geopolitical risks. We believe this momentum is grounded in strong fundamentals, and ASML's long-term outlook justifies a buy position for now. Image Source: Zacks Investment Research ASML's dominance in the semiconductor manufacturing sector is unchallenged. The company maintains a near-monopoly on extreme ultraviolet (EUV) lithography, which is essential for producing advanced chips at 3nm and below. Its EUV systems are crucial for leading chipmakers such as TSMC, Samsung and Intel, positioning ASML as a key enabler of cutting-edge semiconductor manufacturing. ASML Holding's High-NA EUV technology represents the next frontier in chip manufacturing. Designed for sub-2nm nodes, these advanced systems will be critical for the industry's future. While the adoption of High-NA EUV has been slower than expected, the long-term potential remains enormous. As chipmakers ramp up production of smaller, more powerful chips, ASML's High-NA EUV tools will play a pivotal role, driving sustained demand. The company's technological superiority ensures high barriers to entry, giving it a competitive moat. With EUV technology being essential for advanced semiconductor fabrication, ASML Holding's dominance remains intact, supporting its long-term growth outlook. ASML Holding is well-positioned to capitalize on the artificial intelligence (AI) revolution, which is driving massive demand for advanced semiconductors. With AI workloads requiring cutting-edge GPUs, high-bandwidth memory and AI accelerators, the demand for smaller and more powerful chips is rising. This trend plays directly into ASML's hands, as its EUV and High-NA EUV machines are vital for manufacturing these advanced chips. As cloud providers, data centers and tech giants expand their AI infrastructure, ASML Holding's lithography tools will be in greater demand. This AI-driven semiconductor expansion ensures long-term growth tailwinds for ASML, making it a compelling buy. ASML Holding's first-quarter 2025 financial results demonstrated its resilience amid the ongoing macroeconomic uncertainties. The company posted €7.74 billion in net sales, marking a 46% year-over-year increase. Net income surged 92% to €2.36 billion, while earnings per share (EPS) grew 93% to €6.00, highlighting ASML's operational efficiency. ASML Holding N.V. price-consensus-eps-surprise-chart | ASML Holding N.V. Quote The gross margin expanded 300 basis points year over year to 54%, driven by strong cost management and improved productivity in its advanced lithography systems. This margin expansion reflects ASML's ability to maintain profitability, even in a challenging macro environment. ASML Holding's 2025 guidance also signals confidence in its future growth. The company expects 15% revenue growth for the year, driven by the rising demand for both EUV and DUV (deep ultraviolet) lithography systems. Additionally, ASML forecasts a 70-basis-point margin expansion in 2025, indicating higher profitability ahead. ASML stock currently trades in line with the sector. Its forward 12-month price-to-earnings (P/E) ratio of 26.37 almost matches the sector's average of 26.28. Image Source: Zacks Investment Research However, ASML Holding trades at lower P/E multiples compared with other semiconductor players, including Intel, NVIDIA and Advanced Micro Devices. Currently, Intel, NVIDIA and Advanced Micro Devices trade at P/E multiples of 41.68X, 30.57X and 26.75X, respectively. ASML's leadership in EUV technology, strong finances and role in powering future chipmaking keep it well-positioned for growth. With AI, high-bandwidth memory and advanced chips driving demand, ASML's tools will remain essential. The stock looks worth buying for long-term investors. ASML carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ASML Holding N.V. (ASML) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Connectez-vous pour accéder à votre portefeuille
Globe and Mail
20 hours ago
- Business
- Globe and Mail
ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?
ASML Holding ASML has delivered a solid year-to-date (YTD) gain of 10%. This performance easily beats the broader Zacks Computer and Technology sector, which rose a mere 1.5% in the same period. ASML Holding stock has also moved ahead of several semiconductor peers, including NVIDIA Corporation NVDA, Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. YTD, shares of NVIDIA, Intel and Advanced Micro Devices have risen 8.1%, 7.1% and 5%, respectively. This outperformance shows investors are increasingly confident in ASML Holding's long-term story, even during a volatile market shaped by trade conflicts and geopolitical risks. We believe this momentum is grounded in strong fundamentals, and ASML's long-term outlook justifies a buy position for now. ASML YTD Price Return Performance ASML's EUV Technology: A Big Advantage ASML's dominance in the semiconductor manufacturing sector is unchallenged. The company maintains a near-monopoly on extreme ultraviolet (EUV) lithography, which is essential for producing advanced chips at 3nm and below. Its EUV systems are crucial for leading chipmakers such as TSMC, Samsung and Intel, positioning ASML as a key enabler of cutting-edge semiconductor manufacturing. ASML Holding's High-NA EUV technology represents the next frontier in chip manufacturing. Designed for sub-2nm nodes, these advanced systems will be critical for the industry's future. While the adoption of High-NA EUV has been slower than expected, the long-term potential remains enormous. As chipmakers ramp up production of smaller, more powerful chips, ASML's High-NA EUV tools will play a pivotal role, driving sustained demand. The company's technological superiority ensures high barriers to entry, giving it a competitive moat. With EUV technology being essential for advanced semiconductor fabrication, ASML Holding's dominance remains intact, supporting its long-term growth outlook. AI Demand Gives ASML More Room to Grow ASML Holding is well-positioned to capitalize on the artificial intelligence (AI) revolution, which is driving massive demand for advanced semiconductors. With AI workloads requiring cutting-edge GPUs, high-bandwidth memory and AI accelerators, the demand for smaller and more powerful chips is rising. This trend plays directly into ASML's hands, as its EUV and High-NA EUV machines are vital for manufacturing these advanced chips. As cloud providers, data centers and tech giants expand their AI infrastructure, ASML Holding's lithography tools will be in greater demand. This AI-driven semiconductor expansion ensures long-term growth tailwinds for ASML, making it a compelling buy. Strong Financials Show ASML's Resilience ASML Holding's first-quarter 2025 financial results demonstrated its resilience amid the ongoing macroeconomic uncertainties. The company posted €7.74 billion in net sales, marking a 46% year-over-year increase. Net income surged 92% to €2.36 billion, while earnings per share (EPS) grew 93% to €6.00, highlighting ASML's operational efficiency. The gross margin expanded 300 basis points year over year to 54%, driven by strong cost management and improved productivity in its advanced lithography systems. This margin expansion reflects ASML's ability to maintain profitability, even in a challenging macro environment. ASML Holding's 2025 guidance also signals confidence in its future growth. The company expects 15% revenue growth for the year, driven by the rising demand for both EUV and DUV (deep ultraviolet) lithography systems. Additionally, ASML forecasts a 70-basis-point margin expansion in 2025, indicating higher profitability ahead. ASML's Valuation: Reasonable for Its Strength ASML stock currently trades in line with the sector. Its forward 12-month price-to-earnings (P/E) ratio of 26.37 almost matches the sector's average of 26.28. However, ASML Holding trades at lower P/E multiples compared with other semiconductor players, including Intel, NVIDIA and Advanced Micro Devices. Currently, Intel, NVIDIA and Advanced Micro Devices trade at P/E multiples of 41.68X, 30.57X and 26.75X, respectively. Final Take: ASML Remains a Buy ASML's leadership in EUV technology, strong finances and role in powering future chipmaking keep it well-positioned for growth. With AI, high-bandwidth memory and advanced chips driving demand, ASML's tools will remain essential. The stock looks worth buying for long-term investors. ASML carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report ASML Holding N.V. (ASML): Free Stock Analysis Report
Yahoo
4 days ago
- Business
- Yahoo
Lithography Equipment Market Industry Trends and Global Forecasts 2025-2035: Rising Demand for Advanced Semiconductors and 5G Technologies Fuels Growth
The global lithography equipment market size is projected to expand from USD 29.26 billion in 2025 to USD 65.31 billion by 2035, growing at a CAGR of 7.57%. Driving factors include technological advancements in 5G, AI, IoT, increasing demand for smaller, faster semiconductors, and rising adoption in Asia. Lithography Dublin, June 16, 2025 (GLOBE NEWSWIRE) -- The "Lithography Equipment Market Industry Trends and Global Forecasts to 2035: Distribution by Type of Technology, Type of Equipment, Type of Packaging Platform, Area of Application, Type of End User, Company Size, Type of Business Model and Key Geographical Regions" report has been added to offering. The global lithography equipment market size is estimated to grow from USD 29.26 billion in 2025, to USD 65.31 billion by 2035, at a CAGR of 7.57% during the forecast period, to 2035. Lithography equipment sis a crucial component of the semiconductor sector, essential for the fabrication of integrated circuits (ICs) and various microdevices. Lithography refers to a method of transferring patterns from a photomask to a substrate through a series of optical and chemical processes. These complex patterns are generated using tools such as exposure systems, stepper machines, and scanners. These designs ultimately lay the groundwork for creating electronic circuits on semiconductor wafers. Notably, in August 2024, scientists in Japan introduced a more affordable and energy-efficient EUV lithography technology. The market for lithography equipment has experienced considerable growth recently, driven by an increased demand for advanced semiconductor devices that feature smaller sizes and faster processing capabilities. Furthermore, advancements in technologies such as 5G chipset, artificial intelligence, and the Internet of Things (IoT) have also propelled this market's expansion. The semiconductor industry is anticipated to continue its growth trajectory with the introduction of new innovations, which will further increase the demand for lithography equipment. Lithography Equipment Market: Key SegmentsMarket Share by Type of Technology Based on the type of technology, the global lithography equipment market is segmented intoArF, ArF immersion, extreme ultraviolet (EUV) lithography, i-line, KrF, laser direct, laser ablation, imaging mask aligner and to our estimates, currently, EUV segment captures the majority share of the market. This can be attributed to its capacity to fulfill the need for greater precision in semiconductor manufacturing. As the industry increasingly seeks miniaturization, EUV lithography has established its leading position by enabling more accurate and improved semiconductor circuit designs without the need for multi-patterning. Market Share by Type of Equipment Based on type of equipment, the lithography equipment market is segmented into deep ultraviolet lithography, direct write systems, extreme ultraviolet lithography, mask aligners, scanners, stepper and others. According to our estimates, currently, extreme ultraviolet lithography captures the majority share of the market. This can be attributed to its ability to create highly accurate and detailed patterns that are crucial for advanced semiconductor devices, particularly those with nodes of 7nm and below. Another key factor driving growth in this segment is the increased demand for high-performance chips for applications such as AI, 5G, and high-end consumer electronics. However, deep ultraviolet lithography segment is anticipated to grow at a higher CAGR during the forecast period. Market Share by Type of Packaging Platform Based on type of packaging platform, the lithography equipment market is segmented into3D IC, FOWLP, embedded die, flip chip bumping, WLCSP and to our estimates, currently, 3D integrated circuits (IC) segment captures the majority share of the market. This can be attributed the capability of ICs to drive industry advancement by necessitating enhanced production processes. These processes foster growth as they can achieve precise and intricate patterning on multiple layers of semiconductor substrates. Furthermore, 3D ICs stack several semiconductor layers vertically, which increases the device density and performance, enabling the creation of complex structures. However, FOWLP segment is anticipated to grow at a higher CAGR during the forecast period. Market Share by Areas of Application Based on areas of application, the lithography equipment market is segmented into advanced packaging, LED devices, and MEMS to our estimates, currently, advanced packaging segment captures the majority share of the market, owing to the rising complexity and performance needs of contemporary semiconductor devices. Advanced packaging techniques such as 3D packaging and System in Package (SiP) are crucial for enhancing device performance, minimizing size, and improving power efficiency, further propelling the growth of this segment. Market Share by Type of End Users Based on type of end users, the lithography equipment market is segmented into automotive, electronics, telecommunications, and others. According to our estimates, currently, electronics segment captures the majority share of the market. This can be attributed to the essential role lithography equipment plays in the manufacturing of integrated circuits and semiconductor components, which are fundamental to a wide array of electronic devices. Additionally, the increasing consumer demand for quicker and more advanced electronics is a significant factor driving the growth of this segment, as it has prompted manufacturers to implement state-of-the-art lithography technologies. However, telecommunications segment is anticipated to grow at a higher CAGR during the forecast period. Market Share by Type of Enterprise Based on type of enterprise, the lithography equipment market is segmented into large and small and medium enterprise. According to our estimates, currently, large enterprise segment captures the majority share of the market. However, small and medium enterprise segment is anticipated to grow at a higher CAGR during the forecast period. This can be attributed to their greater affordability, niche market opportunities, adaptability, and government backing. Market Share by Geography Based on geography, the lithography equipment market is segmented into North America, Europe, Asia, Latin America, Middle East and North Africa, and Rest of the World. According to our estimates, currently, Asia captures the majority share of the market. Moreover, it is anticipated to experience a higher CAGR during this forecast period, owing to the growing demand for immersive technologies in developing countries. China is anticipated to capture the largest share of the market as it is a primary distributor of lithography equipment. Lithography Equipment Market: Research Coverage Market Sizing and Opportunity Analysis:An in-depth analysis of the lithography equipment market, focusing on key market segments, including type of technology, type of equipment, type of packaging platform, areas of application, type of end users, company size, type of business model, and geographical regions. Competitive Landscape:A comprehensive analysis of the companies engaged in the lithography equipment market, based on several relevant parameters, such as year of establishment, company size, location of headquarters, ownership structure. Company Profiles:Elaborate profiles of prominent players engaged in the lithography equipment market, providing details on location of headquarters, company size, company mission, company footprint, management team, contact details, financial information, operating business segments, lithography equipment portfolio, moat analysis, recent developments, and an informed future outlook. SWOT Analysis:An insightful SWOT framework, highlighting the strengths, weaknesses, opportunities and threats in the domain. Additionally, it provides Harvey ball analysis, highlighting the relative impact of each SWOT parameter. Key Questions Answered in this Report How many companies are currently engaged in lithography equipment market? Which are the leading companies in this market? What factors are likely to influence the evolution of this market? What is the current and future market size? What is the CAGR of this market? How is the current and future market opportunity likely to be distributed across key market segments? Reasons to Buy this Report The report provides a comprehensive market analysis, offering detailed revenue projections of the overall market and its specific sub-segments. This information is valuable to both established market leaders and emerging entrants. Stakeholders can leverage the report to gain a deeper understanding of the competitive dynamics within the market. By analyzing the competitive landscape, businesses can make informed decisions to optimize their market positioning and develop effective go-to-market strategies. The report offers stakeholders a comprehensive overview of the market, including key drivers, barriers, opportunities, and challenges. This information empowers stakeholders to stay abreast of market trends and make data-driven decisions to capitalize on growth prospects. Opportunity in the lithography equipment market have been distributed across the following segments: Type of Technology ArF ArF Immersion Extreme Ultraviolet (EUV) Lithography i-line KrF Laser Direct Laser Ablation Imaging Mask Aligner Projection Type of Equipment Deep Ultraviolet Lithography Direct Write Systems Extreme Ultraviolet Lithography Mask Aligners Scanner Stepper Others Areas of Application Advanced Packaging LED Devices MEMS Devices Type of End Users Automotive Electronics Telecommunications Others Company Size Large Enterprises Small and Medium Enterprises Type of Business Model B2B B2C B2B2C Geographical Regions North America US Canada Mexico Other North American countries Europe Austria Belgium Denmark France Germany Ireland Italy Netherlands Norway Russia Spain Sweden Switzerland UK Other European countries Asia China India Japan Singapore South Korea Other Asian countries Latin America Brazil Chile Colombia Venezuela Other Latin American countries Middle East and North Africa Egypt Iran Iraq Israel Kuwait Saudi Arabia UAE Other MENA countries Rest of the World Australia New Zealand Other countries Sample Players in Lithography Equipment Market Profiled in the Report, include: ASML Holding N.V. Canon Carl Zeiss EV Group JEOL KLA Mapper Lithography Neutronix Quintel Technology Nanonex Nikon NTT Advanced Technology NuFlare Technology Photronics Onto Innovation Orbotech Raith SCREEN Holdings Shanghai Micro Electronics SUSS MicroTec SE Toppan Photomasks Toppan Printing Ultratech Ushio Veeco Instruments Vistec Semiconductor Additional Benefits Complimentary Excel Data Packs for all Analytical Modules in the Report 10% Free Content Customization Detailed Report Walkthrough Session with Research Team Free Updated report if the report is 6-12 months old or older For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Lithography CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
6 days ago
- Business
- Time of India
Intel to begin laying off factory workers in July; here's what the company said
Representative Image Intel is set to begin laying off factory workers at its Silicon Forest campus in Oregon starting mid-July. The initial round of layoffs is expected to be completed by the end of the month. However, the chip-making company has indicated that further reductions may be implemented if deemed necessary. According to a report by Oregon Live, Intel informed its employees of this decision this week. An internal message sent to staff at Intel's production facilities outlined a restructuring within the Intel Foundry manufacturing group. This reorganisation aims to shift the group's focus more towards engineering and technical roles, implying a reduction in middle management positions. While specific figures for the number of affected employees have not been provided yet, the company's message suggests that the decision is official. Intel noted that these measures are a necessary step to enhance its financial position. What Intel said about laying off factory workers In a statement sent to Tom's Hardware, Intel wrote: 'As we announced earlier this year, we are taking steps to become a leaner, faster and more efficient company. Removing organisational complexity and empowering our engineers will enable us to better serve the needs of our customers and strengthen our execution. We are making these decisions based on careful consideration of what is needed to position our business for the future, and we will treat people with care and respect as we complete this important work.' by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Pinga-Pinga e HBP? Tome isso 1x ao dia se tem mais de 40 anos Portal Saúde do Homem Clique aqui Undo In December 2024, Intel's employee headcount stood at 108,900, about 15,000 fewer than under CEO Pat Gelsinger's cuts last year, the report notes. The company's Oregon sites were no exception, which cut roughly 3,000 jobs but retained about 20,000 employees. Intel has not specified how many roles will be trimmed at Intel Foundry. However, staff in other divisions told Oregon Live that they anticipate similar cuts, with each unit free to implement layoffs independently as long as they meet their cost-reduction goals. Intel's Oregon site hosts the company's D1X and D1D fabs, which, despite heavy automation, depend on engineers, technicians, operators, analysts, and support staff. Critical roles like process engineers and high-skill technicians for EUV lithography are vital and may not be eliminated, the report adds. Samsung Galaxy Book 5 Pro Review: Built for Real Work AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Yahoo
6 days ago
- Business
- Yahoo
Intel to lay off fab workers in mid-July — company aims to refocus on more engineering talent
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel will start to lay off its fab personnel at its Silicon Forest campus in Oregon from the middle of July, the company wrote to its employees this week, according to Oregon Live. The first round will conclude by the end of that month, but the company may perform another round of layoffs if it deems necessary. An internal message sent to employees at Intel's production facilities outlined that the company is restructuring its Intel Foundry manufacturing group to make it more focused on engineering and technical roles (i.e., cutting middle management). While no exact figures were provided, the communication acknowledged the seriousness of the decision and claimed it as a necessary step to improve the company's financial position. "As we announced earlier this year, we are taking steps to become a leaner, faster and more efficient company," a statement by Intel sent to Tom's Hardware reads. "Removing organizational complexity and empowering our engineers will enable us to better serve the needs of our customers and strengthen our execution. We are making these decisions based on careful consideration of what is needed to position our business for the future, and we will treat people with care and respect as we complete this important work." As of December 28, 2024, Intel's workforce comprised 108,900 people, down around 15,000 eliminated under the previous chief executive Pat Gelsinger last year. Intel's Oregon facilities were not an exception and eliminated around 3,000 jobs, yet maintained a headcount of around 20,000. Intel did not announce how many positions it plans to cut at Intel Foundry. However, people from other divisions indicated to Oregon Live that they expect similar reductions, though each unit would be allowed to manage the process independently as long as they meet specific cost-reduction targets. Oregon is home to some of Intel's most advanced production facilities, including D1X and D1D fabs used to develop, test, and perfect the upcoming process technologies. Despite high levels of automation of modern semiconductor fabrication facilities, even advanced fabs like Intel's D1D and D1X in Oregon still rely on a diverse workforce that includes process and equipment engineers, technicians, operators, analysts, and a variety of support staff. The most critical roles, such as engineers who develop and maintain cutting-edge process technologies, and high-skill technicians who manage complex equipment like EUV and High-NA EUV lithography systems, are essential to fab operations and unlikely to be affected by layoffs without risking delays in technology development or production uptime. However, Intel may reduce headcount among roles that have become more redundant due to automation or operational streamlining. These include fab operators, administrative staff, logistics personnel, and lower-skill technicians in highly automated areas. On the one hand, by targeting non-core functions and consolidating support roles, Intel can cut costs while preserving the technical expertise needed to keep its most advanced manufacturing lines running. On the other hand, cutting lower-skilled personnel may reduce operational flexibility, slow response times during equipment issues, and increase workload for remaining employees. Keeping in mind that these fabs run 24/7, even small delays in maintenance or logistics can lead to costly downtime. Nonetheless, it looks like for Intel, desperate times call for desperate measures. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.
