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ASML, a Dutch firm, has seen a surge in orders and sales of its chipmaking equipment, despite U.S.-China tech tensions and Dutch export curbs. The company reported better-than-expected fourth-quarter sales and net profit, with a 30% increase in 2023 revenue. ASML's Q4 revenue was €6.67B, net profit up 9% YoY to €2B, and orders grew 3x QoQ to €9B+. The company forecasts flat sales for 2024, impacted by U.S.-China tech tensions and Dutch export curbs. The surge in orders has led to ASML's stock rising 10%+ to reach a $350B+ market cap on the AI boom, making it Europe's third most valuable company.
ASML's stock rises 10%+ to reach a $350B+ market cap on the AI boom, becoming Europe's third most valuable company; ASML is up 19%+ in 2024 (@damasoni / Reuters) https://t.co/3Uqm6CPLQz 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/7ESblDD5uW
Sources: despite a US-Netherlands deal to limit ASML's China exports, the Dutch let ASML export to China after lobbying, to make up for weak demand elsewhere (Bloomberg) https://t.co/HpZ379xQDI 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/wvS4ioKf9h
A secret agreement between the US and the Netherlands last year to limit ASML’s deliveries to China didn’t stop a surge in sales of its sensitive chipmaking equipment. The deal, which hasn’t been reported before, stumbled as ASML turned to Beijing to compensate for weak demand… https://t.co/X4N3mYVV4Z
"A secret agreement bt the US & Netherlands last yr to limit #ASML’s deliveries to #China didn’t stop a surge in sales of its sensitive chipmaking equipment...The deal stumbled as ASML turned to Beijing to compensate for weak demand elsewhere" https://t.co/tyFqNwh7AV
$ASML Bank of America reiterates chipmaker ASML as a top pick Netherlands-based chipmaker ASML remains Bank of America’s top pick in the EU semiconductor capital equipment sector. ASML posted an earnings and revenue beat for the fourth-quarter earlier this week. However, the…
$ASML (+1.1% pre) ASML’s China Sales Surged Despite Secret Dutch Deal With US - BBG https://t.co/EGUQjInM3Q
ASML China Sales Surged Despite Secret Dutch Deal With US - Bloomberg the global downturn pushed ASML to successfully lobby The Hague for export licenses to China of critical semiconductor manufacturing kit https://t.co/eMeevUVCt0
ASML’s China Sales Surged Despite Secret Dutch Deal With US https://t.co/5NMxxdleKg
A secret agreement between the US and the Netherlands last year to limit ASML’s deliveries to China didn’t stop a surge in sales of its sensitive chipmaking equipment https://t.co/BfR4XlmVEQ
ASML's $ASML bookings rose to a record €9.2B in Q4, up from €2.6B in Q3. Strong demand for its most advanced EUV machines, with orders of €5.6B, aided this surge.
ASML triples order bookings in Q4 2023 thanks to demand for EUV tools https://t.co/uSRgkwRW2x https://t.co/sjiocEDU1E
ASML sees the artificial intelligence boom driving demand for the Dutch company’s most-advanced chipmaking machines, its chief executive officer said in an interview https://t.co/gSv9YTVmOd
Strong demand at ASML points to the coming chip upswing https://t.co/k0GDMgb49o | opinion
$ASML ASML Holding N.V. Earnings Call Key Highlights: Financial Performance - Q4 2023 and Full Year 2023:Net sales: EUR 7.2 billion in Q4, exceeding guidance; Full-year net sales grew 30% to EUR 27.6 billion. Gross margin: 51.4% in Q4, above guidance; Full-year gross margin at… https://t.co/F6DvsfXovZ
Strong demand at ASML points to the coming chip upswing https://t.co/CMz7KYYykP
$ASML orders stronger than expected, stock up 10% Orders rose to EUR9.19 billion in 4Q vs 2.6bn in prior quarter... This is the only company that makes advanced lithography equipment, selling to $INTC, Samsung, $TSM, etc Added $30bn to market cap! https://t.co/dOmrwpMpnN
ASML orders surge to record in 4th quarter, but 2024 outlook unchanged https://t.co/ixbGy3Pq1K https://t.co/MVkZWGacLT
ASML records robust performance in the fourth quarter of 2023 despite challenges posed by export restrictions - Gizmochina. https://t.co/4RtuIf6Gih https://t.co/xVdAMARp9o
$ASML ASML's earnings: ASML (ASML) reported a 30% increase in 2023 revenue but forecasts flat sales for 2024, impacted by U.S.-China tech tensions and Dutch export curbs on advanced semiconductor equipment. https://t.co/ld1jncpXhi
⚠️JUST IN: *ASML ORDERS SURGE TO RECORD IN FOURTH QUARTER ON AI DEMAND, BOOSTING CHIP STOCKS https://t.co/FvQN52Thz2 👈 $ASML https://t.co/M0xZ2ydwRE
$ASML ASML Q4 FY23: • Net sales +12.5% Y/Y to €7.2B (€0.3B beat). • Gross margin 51% (flat Y/Y). • Operating margin 33% (flat Y/Y). • Net bookings €9.2B (including EUV €5.6B). • Backlog €39B. Guidance: • FY24: Revenue similar to FY23. • FY25: Significant growth. https://t.co/WjgRZwBrHO
ASML reports Q4 revenue of €6.67B and net profit up 9% YoY to €2B, both above est., orders grew 3x QoQ to €9B+, and expects 2024 net sales to be similar to 2023 (@lbsterling / Reuters) https://t.co/jiUjG1FaGk 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/HkMag2b9d1
⚠️ ASML FOURTH QUARTER EARNINGS BEAT EXPECTATIONS, KEEPS OUTLOOK UNCHANGED (Reuters) ASML Holding NV, Europe's biggest technology company by market value, on Wednesday reported better-than-expected fourth-quarter sales and net profit, helped by booming chipmaking equipment… https://t.co/F4SWpsb1hz
Key Earnings Reports Before the Open Tomorrow ASML $ASML General Dynamics $GD Progressive $PGR Teledyne Technologies $TDY Textron $TXT For more details, start a trial at https://t.co/H4p1RcpfIn.
ASML $ASML rising here into earnings after the weekly call buys yesterday seeing 2500 weekly $820 calls bought, top pick at Cantor this morning
As Chinese imports of chipmaking equipment makes news, our @csiscbe analysis shows imports from the Netherlands rose rapidly as manufacturers rushed to acquire advanced equipment from Dutch firm ASML prior to U.S.-led restrictions coming into effect. https://t.co/fzBqx6gWdl https://t.co/KjeRPoxIq1
$ASML earnings soon. https://t.co/ld1jncqv6Q