▲ASML Business Performance (Unit: Millions of Dollars)

Semiconductor equipment supply surges, growing by over 30%
Berlin fire likely to have no impact on sales this year

ASML, which supplies extreme ultraviolet (EUV) exposure equipment to Samsung Electronics and SK Hynix, achieved high growth of over 30% in 2021 as its semiconductor equipment supply increased amid the global semiconductor investment atmosphere.

ASML announced its 2021 business results on the 19th. According to this, sales in 2021 increased by 33.1% year-on-year to 18.6 billion euros, and net profit increased by 65.5% year-on-year to 5.9 billion euros.

This strong performance is attributed to the surge in ASML's semiconductor equipment sales amid the global semiconductor investment climate in 2021.

Of the equipment sold in 2021, 46% were EUV equipment, with 42 units sold, a 3% increase from the previous year.

By region, Taiwan and Korea recorded 36% and 31%, respectively, in 2020, but increased to 44% and 35% in 2021.

In contrast, the US and China recorded 5% and 16%, down 4% and 2% respectively.

In the fourth quarter of 2021, sales reached approximately 5 billion euros, and gross profit was approximately 2.7 billion euros.

Quarterly sales increased by approximately 260 million euros compared to the same period last year.

This is attributed to the growth of local equipment service and upgrade businesses.

Total bookings for the period amounted to €7.1 billion, including €2.6 billion in bookings for 0.33NA and 0.55NA EUV products.

By equipment, △11 EUV units △20 ArFi units △5 ArF dry units △35 KrF units △11 I-Line units were shown.

ASML CEO Peter Wennink said the Berlin fire would have "no significant impact on our sales this year."

Even factoring in the aftermath of the recent Berlin factory fire, sales for the first quarter of this year are projected to be 3.3 to 3.5 billion euros, with a profit margin of 49%.

Approximately €2 billion of the sales in the first quarter of 2022 will be recorded as sales after local customer testing and will be reflected in the second quarter.

2022 sales are expected to be recorded as 2023 sales due to early shipments of a total of six EUV equipment.Even without doing so, it is expected to increase by about 20% compared to last year.