ASML:
CEO statement and outlook
"Our second-quarter net sales came in at €5.4 billion with a gross margin of 49.1%. Demand from our customers remains very strong, as reflected by record net bookings in the second quarter of €8.5 billion, including €5.4 billion from 0.33 NA and 0.55 NA EUV systems as well as strong DUV bookings.
"Some customers are indicating signs of slowing demand in certain consumer-driven market segments, yet we still see strong demand for our systems, driven by global megatrends in automotive, high-performance computing, and green energy transition. While we are still planning to ship a record number of systems this year, increasing supply chain constraints cause delayed starts. Therefore, we are increasing the planned number of fast shipments throughout the remainder of this year in order to supply our customers with the necessary capacity expansions.
"ASML expects third-quarter net sales between €5.1 billion and €5.4 billion with a gross margin between 49% and 50%. ASML expects R&D costs of around €810 million and SG&A costs of around €235 million. For the full year, we expect a revenue growth of around 10%. This growth is lower than previously guided as a result of an increase in the number of fast shipments expected in the remainder of 2022, the revenue for which will be delayed into 2023 at an amount of around €2.8 billion. With the combination of this delayed revenue recognition, the extra costs related to the planned increase in output capacity and certain inflationary trends, we expect the full year 2022 gross margin to be between 49% and 50%," said ASML President and Chief Executive Officer Peter Wennink.
Met name slowing demand consumer driven market zal BESI’s orders kunnen drukken..... hopelijk vinden de orders compensatie van hpc, automotive en green energy transition. Wordt spannend morgen.