According to China Daily, Shen Bo, the global senior vice president and president of China of ASML, the Dutch lithography machine giant, said in an exclusive interview during the CIIE that this year ASML China’s The business is growing rapidly. It is expected that China will account for more than 20% of ASML’s global revenue throughout the year. We are also very optimistic about our business in China next year.
▲ Picture source ASML official website
Shen Bo said, “We will recruit more than 200 people in China in 2023. In 2024, we expect that business development will continue to bring a lot of demand, and the expansion of our team should still be relatively large. Of course, we We still need to make annual plans, and we are still looking at the specific numbers, but the growth of the entire team is certain.”
It is reported that China accounted for 46% of ASML’s global business revenue in the third quarter of this year. The full-year performance is expected to exceed 20%, which is a relatively large increase compared with previous years.
Shen Bo also said that from the first machine shipped to China in 1988, by the end of 2023, ASML’s installed capacity of photolithography machines plus measurement machines in China will be close to 1,400. 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 have an impact of about 10~15% on ASML’s business next year.
The global semiconductor industry is currently facing a series of challenges, and some practitioners even say that “globalization is dead.” In this regard, 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. Currently, nearly 85% of the components of ASML’s products are not produced in-house, but require collaboration with the world’s best suppliers.
ASML announced its third quarter financial results last month, with net sales of 6.7 billion euros and net profit of 1.9 billion euros. There was a slight decrease month-on-month, with gross profit margin of 51.9%.
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