The global tension cannot with ASML. It will build a huge campus equivalent to 50 soccer fields

ASML is going to expand. And he will do it in a very ambitious way. This company of the Netherlands has been a lot of pressure by Dutch and American governments because it is The only manufacturer of planet’s lithography equipment capable of producing extreme ultraviolet machines (UVE). These equipment are those used to manufacture the most advanced semiconductors that exist with integration technologies of 7 nm or less.

The tension held by the US and China has seriously compromised ASML business in the country led by Xi Jinping. In fact, the sanctions that US administration has deployed and that the Netherlands government has supported them have prevented him from giving his Chinese clients his UVE teams. In addition, since the beginning of 2024 he can not sell in China either Your deep ultraviolet lithography machines (UVP), nor can you provide some support and maintenance services to your Chinese clients.

ASML trusts its future despite the delicate situation in which it is located

In 2022 the sales of this company in China amounted to 2.9 billion euros, which represented 13.8% of its annual sales. At that time Taiwan was a more important market for Asml than China. In fact, in 2023 the clients of the island bought lithography equipment for a total value of 8,100 million euros, while its Chinese clients disbursed 7.3 billion euros. And, curiously, in 2024 China consolidated as the largest market for ASML with total sales of 10.2 billion euros.

To understand where this figure comes from, we need to keep in mind something important. As we have seen, ASML cannot sell its most advanced teams to its Chinese clients, such as extreme ultraviolet lithography machines (UVE) or deep ultraviolet (UVP), but at the moment you can give them the solutions that allow them produce chips with mature integration technologies. These are the semiconductors that are mostly used in cars, appliances or electronic devices, among other products, and usually occur in nodes of 28 nm or less advanced.

Whatever it is evident that the commercial and technological war that are pouring the US and China in full struggle for world supremacy It is seriously harming both the ASML business and that of many other technology companies, such as Nvidia, AMD, Applyed Materials or Tokyo Electron. In these circumstances it seems reasonable to think that the future of this Dutch company is uncertain, but it is very important that we do not overlook something that we have already addressed in this article: ASML has no competition in the manufacturing market of vanguard lithographic equipment.

This favorable circumstance has caused its capacity to produce UVE machines and Haute Opening UVE Be lower than demand, so ASML managers have made a decision: they will build a new campus near Eindhoven (Netherlands) that will allow them continue growing and responding to the growing demand They have their semiconductor manufacturing equipment. According to the newspaper Edthat, precisely, it is housed in Eindhoven, initially these facilities were going to be ready in 2030, but will finally be prepared for the first 20,000 additional employees to be installed in them in 2028.

Image | ASML

More information | Ed

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