· Recently, the president of the lithography machine production giant ASML couldn't sit still, just because ASML's market value fell by 100 billion US dollars a year! The market value continues to decline and evaporate, and the market value of 169 billion has fallen. Is the "giant" ASML in the lithography machine industry's good days coming to an end?
· It is reported that ASML sold a total of 62 lithography machines in the first quarter of 2022. Just in September this year, ASML, a chip giant, was exposed to a large number of "cut orders", and its market value evaporated by 160 billion. The media said: ASML has been cornered.
· Netherlands ASML company (full name: Advanced Semiconductor Material Lithography, the full name is no longer used as a company logo, the company's registered logo is ASML Holding N.V) .
This is one of the world's largest semiconductor equipment manufacturers headquartered in Eindhoven, the Netherlands, providing leading comprehensive key equipment to global complex integrated circuit manufacturers. As early as 2020, the market value of ASML evaporated by more than 50 billion in just 2 days! It can be seen that due to the overcapacity of chips and the sharp drop in foundry prices, ASML has suffered a long time ago, and there has been a trend that lithography machines will become inventory.
In 2021, in the era of global core shortage, ASML publicly stated that it will lose 650 billion yuan, which is the same as Bill Gates' worry. But fortunately, ASML's stock price has soared by 70% , with a market value of 340 billion US dollars. At that time, some experts believed that ASML was a Dutch lithography giant, but it had been underestimated. It was estimated that the market value of ASML would exceed US$500 billion in the next year. Obviously, last year's ASML monopolized the lithography machine, choking the lifeblood of the chip. In just one year, the global chip industry has tended to abandon EUV lithography machines, and ASML regretted it.
In addition to ASML, the stock prices of Tesla and Apple have also been hit hard recently. Among them, Tesla’s stock price has fallen by more than 10% in two days, and its market value has evaporated by more than 700 billion U.S. dollars. This time Tesla's market value "cut in half" hit a two-year low, and Musk had to sell more than $3.5 billion in stock. Apple's market value evaporated by 700 billion overnight. Obviously, with the decline of the Apple tax, European and American stock markets have been bloodbathed.
It was reported earlier this year that ASML stated that, based on its assessment, the Berlin fire incident had no major impact on the company's equipment deliveries in 2022. However, the continuous evaporation of market value made the audience wonder what happened to ASML this year? In September of this year, news broke that ASML had announced that the company could not hold on. The media laments that: ASML is gone. Although ASML once sold 42 EUV lithography machines a year and made a net profit of 42.5 billion, it could not resist the bad environmental impact of the decline of global lithography machines.
