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#SemanaSemiconductores 2023/16 (1/5)
Estados Unidos continua la implementación de #ChipsForAmerica con la publicación de la Visión del Centro Nacional de Semiconductores
Estados Unidos continua la implementación de #ChipsForAmerica con la publicación de la Visión del Centro Nacional de Semiconductores
#SemanaSemiconductores 2023/16 (2/5)
La #Revision2023Q1 de los dos grandes fabricantes de #semiconductores coreanos señalan retroceso de ventas con expectativas de recuperación en segundo semestre
#SKHynix
#Samsung
La #Revision2023Q1 de los dos grandes fabricantes de #semiconductores coreanos señalan retroceso de ventas con expectativas de recuperación en segundo semestre
#SKHynix
#Samsung
KLA Corp. #semiconductor equipment maker.
Dec. quarter earnings:
Revenue US$2.98 billion vs analysts estimated $2.81 bln
Net Profit $978.8 bln
EPS (Adjusted): $7.38 vs estimated $7.01
2022 Revenue +28% to $10.5 bln
Free Cash Flow +18% to $3 bln
Inventories $2.535 bln
$KLAC 1/8
Dec. quarter earnings:
Revenue US$2.98 billion vs analysts estimated $2.81 bln
Net Profit $978.8 bln
EPS (Adjusted): $7.38 vs estimated $7.01
2022 Revenue +28% to $10.5 bln
Free Cash Flow +18% to $3 bln
Inventories $2.535 bln
$KLAC 1/8
2/8 KLA Outlook
Calendar year 2023 “will be a year of contraction after 3 strong years of growth,” as industry spending slows due to rising macroeconomic concerns, KLA said.
-WFE (wafer fab equipment) demand seen -20% from 2022’s $94-$95 billion (to around $75 billion) $KLAC
Calendar year 2023 “will be a year of contraction after 3 strong years of growth,” as industry spending slows due to rising macroeconomic concerns, KLA said.
-WFE (wafer fab equipment) demand seen -20% from 2022’s $94-$95 billion (to around $75 billion) $KLAC
3/8 KLA Guidance (Q3 2023)
Revenue $2.2 - $2.5 billion
Non-GAAP Gross Margin 60.5-62.5%
EPS (Adjusted) $4.52 - $5.92
Foundry-logic forecast to be 85% of process control revenue, memory is expected to be around 15%.
(Note, process control = 89% of KLA revenue in Dec quarter)
Revenue $2.2 - $2.5 billion
Non-GAAP Gross Margin 60.5-62.5%
EPS (Adjusted) $4.52 - $5.92
Foundry-logic forecast to be 85% of process control revenue, memory is expected to be around 15%.
(Note, process control = 89% of KLA revenue in Dec quarter)
ASML 4th quarter 2022 beat analysts’ estimates
Net sales €6.4 billion vs estimate €6.38 billion
Gross margin 51.5% vs 54.2% in Q4 2021
Operating margin 33.0% vs 40.7%
Net profit €1.82 bln vs estimate €1.7 bln
EPS €4.60
Accelerated "fast shipments on DUV" in Q4
1/15 $ASML
Net sales €6.4 billion vs estimate €6.38 billion
Gross margin 51.5% vs 54.2% in Q4 2021
Operating margin 33.0% vs 40.7%
Net profit €1.82 bln vs estimate €1.7 bln
EPS €4.60
Accelerated "fast shipments on DUV" in Q4
1/15 $ASML
2/15 Taiwan continued to be the main buyer of ASML systems in the 4th quarter.
ASML net system sales €4.748 billion in the 4th quarter versus €4.255 billion in the 3rd quarter $TSM $ASML
ASML net system sales €4.748 billion in the 4th quarter versus €4.255 billion in the 3rd quarter $TSM $ASML
3/15
ASML’s 2022 sales rose 14% to €21.2 billion (US$23 billion), on continued strong demand.
Gross margin 50.5% versus 52.7% in 2021
Net profit €5.6 bln vs €5.88 bln
EPS of €14.14 vs €14.36
Lithography units sold: 345 vs 309
Net bookings €30.67 billion vs €26.24 billion
ASML’s 2022 sales rose 14% to €21.2 billion (US$23 billion), on continued strong demand.
Gross margin 50.5% versus 52.7% in 2021
Net profit €5.6 bln vs €5.88 bln
EPS of €14.14 vs €14.36
Lithography units sold: 345 vs 309
Net bookings €30.67 billion vs €26.24 billion
