Recently, ASML, a global leader in photolithography, today announced financial data for the second quarter ended June 30, 2022. The financial report shows that ASML second quarter sales revenue of 5.43 billion euros, higher than the previously given financial test target of 5.1 billion to 5.3 billion euros, compared with 4 billion euros in the same period in 2021, an increase of about 35.75%; net profit of 1.41 billion euros, compared with 1.04 billion euros in the same period last year, an increase of about 35.58%; gross margin of 49.1%, in line with the previously expected gross margin of about 49%-50% of the range. 

In addition, ASML's net bookings in the second quarter reached a record high of €8.46 billion, compared with €7 billion in the first quarter). This includes 5.4 billion euros in bookings for the 0.33 NA EUV system and the 0.55 NA High-NA EUV system, accounting for 63.8% of the total. For comparison, ASML's bookings from 0.33 NA and 0.55 NA EUV systems in the first quarter were only 2.5 billion euros. 

ASML disclosed the progress of the company's High-NA EUV business after the second quarter earnings announcement. ASML has now received the first High-Numerical Aperture (High-NA) mechanical projection optics, light sources, and new wafer carrier tables from its suppliers. These modules will be used for initial testing and integration, an important step forward for the EXE:5000 series. 

ASML provides lithography and related services to semiconductor manufacturers, and the TWINSCAN series is the world's most accurate, productive and widely used high-end lithography model. Most of the world's semiconductor manufacturers, such as Intel, Samsung, Hynix, TSMC, SMIC, etc., purchase TWINSCAN models from ASML. 

ASML's product line is divided into PAS series, AT series, XT series and NXT series, of which PAS series is now discontinued; AT series belongs to the old models, most of which have been discontinued. The main models in the market are XT series as well as NXT series for ArF and KrF laser light sources. XT series are mature models, divided into dry and immersion type, while NXT series are the main high-end models, all of which are immersion type. 

The new generation of photolithography machines will likely have a great improvement in terms of yield and process level of high process chip manufacturing. As a key device for shrinking chip processes, the new generation of lithography machines will likely help achieve a greater number of transistor layouts in the same space, which is critical for improving chip processes. According to the usual practice, Asmacy's lithography after mass production is often in short supply, and Intel became the first to eat crabs, ASML's first NA0.55EUV lithography shipped to Intel, which makes cooperation for many years TSMC grief, but Intel's technology must not TSMC's more mature, which is obvious to all, even if such a good device to Intel, a short time Can not get better applications, if not better applications instead of smashing Asmayr's reputation for technology. 

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