Hopper58 schreef op 14 oktober 2024 15:02:
Net verschenen op MarketWatch:
'WHAT TO WATCH:
--ORDER MOMENTUM: The world's largest contract chip maker, Taiwan Semiconductor Manufacturing Co., and South Korean memory-chip maker Samsung Electronics, are expected to have driven orders of ASML's extreme ultraviolet tools in the third quarter, UBS analyst Francois-Xavier Bouvignies wrote in a note to clients. Bouvignies is forecasting roughly 6 billion euros in overall orders, saying anything above the 5 billion-euro mark should be taken well by investors. Jefferies analysts expect TSMC to be the primary driver of order growth in the third and fourth quarters for equipment suppliers like ASML, writing in a research note that TSMC might be seeing strong demand from customers including Apple, Qualcomm and potentially Nvidia.
--GUIDANCE: UBS's Bouvignies said he sees upside to ASML's forecasts for the year and investors will be on the lookout for any potential changes to the outlook. ASML is expecting sales this year to be similar to the 27.56 billion euros that it reported for 2023, but Bouvignies said the company could beat its guidance and report 2% growth on year. Analysts and investors will also be monitoring what guidance ASML will provide for its fourth-quarter sales and gross margin.'
www.marketwatch.com/story/asml-expect...