ASML « Terug naar discussie overzicht

Chip-Equipment Firms Upbeat on Early 2012

6 Posts
Omlaag ↓
novital 1 december 2011 21:40
0
Lid sinds: 15 nov 2004
Laatste bezoek: 08 feb 2024
Aantal posts:
1.444
Aanbevelingen:
Ontvangen: 119
Gegeven: 42
Chip-Equipment Firms Upbeat on Early 2012
Credit Suisse says the sector expects orders and shipment strength.

Credit Suisse
We hosted presentations from Applied Materials, Lam Research and ASML Holding in the semi-cap space, and Cree in the light-emitting-diode space at the Credit Suisse Annual Technology conference in Phoenix.
Managements sounded incrementally more positive on near-term business trends, and expect first-half 2012 orders and shipment strength. ASML (ticker: ASML) noted that lithography order trends have improved in the last few weeks -- driven by foundry (Samsung/Taiwan Semiconductor Manufacturing (TSM)) and multiple NAND customers (we suspect Samsung, Toshiba).

online.barrons.com/article/SB50001424...
novital 2 december 2011 17:43
0
Lid sinds: 15 nov 2004
Laatste bezoek: 08 feb 2024
Aantal posts:
1.444
Aanbevelingen:
Ontvangen: 119
Gegeven: 42
Credit Suisse blijft bullish ten aanzien van ASML

The Two Best Data-Deposition Stocks
Credit Suisse's top sector picks are KLA-Tencor and Teradyne.

We remain bullish on semiconductor-capital equipment.
Our top picks [in data deposition] remain KLA-Tencor (ticker: KLAC) and Teradyne (TER), followed by Novellus Systems (NVLS), ASML Holding (ASML), Amkor Technology (AMKR) and Lam Research (LRCX).

...

online.barrons.com/article/SB50001424...
novital 6 december 2011 14:06
0
Lid sinds: 15 nov 2004
Laatste bezoek: 08 feb 2024
Aantal posts:
1.444
Aanbevelingen:
Ontvangen: 119
Gegeven: 42
Chip-equipment maker Novellus bevestigt zijn markt-verbeterings vooruitzichten voor het 4e kwartaal.

Hieruit:

"The company also said its expected quarter-to-quarter increase in bookings will be at the high end of the previously set range of up 10% to 30%, now expected to be up 20% to up 30% from Q3's level."

en:

"Update: On the conference call this afternoon with analysts, Novellus CEO Rick Hill said that the semiconductor equipment business is improving since that October report."

blogs.barrons.com/techtraderdaily/201...
novital 7 december 2011 15:01
0
Lid sinds: 15 nov 2004
Laatste bezoek: 08 feb 2024
Aantal posts:
1.444
Aanbevelingen:
Ontvangen: 119
Gegeven: 42
SEMI ( net als de SBNS bank ) ziet het allemaal wat minder in 2012. Dat zal dan waarschijnlijk ook gelden voor ASML.

Fab tool spending projected to decline in 2012
Dylan McGrath 12/6/2011 1:12 AM EST
SAN FRANCISCO—Worldwide sales of new semiconductor manufacturing equipment are set to grow 4.7 percent in 2011, but forecast to decrease by roughly 10.8 percent next year before returning to growth in 2013, according to the fab tool vendor trade group SEMI.

SEMI (San Jose, Calif.) projects that sales of new semiconductor equipment will reach $41.8 billion in 2011, following a 151 percent market increase in 2011. Equipment revenues of $41.8 billion are roughly equivalent with 2007 investment levels, SEMI said during the annual Semicon Japan exposition near Tokyo.

"Given the exceptional growth in the market from 2009 to 2010, the lower growth rate in 2011 is expected, not surprising," said Denny McGuirk, SEMI's president and CEO, in a statement. "The industry experiences highly cyclical markets, with the rebound likely to occur in 2013."

Wafer processing equipment, the largest product segment by dollar value, is expected to increase 9.3 percent in 2011 to almost $32.7 billion, SEMI said. The forecast predicts that the market for assembly and packaging equipment will decline by 12.5 percent to $3.4 billion in 2011. The market for semiconductor test equipment is forecasted to decline by 10.3 percent, reaching $3.7 billion this year, according to the forecast.

Growth is expected in four regions in 2011— Europe (66.9 percent increase over 2010), North America (53.0 percent), Japan (31.2 percent), and China (2.3 percent), SEMI said. In 2011, North America will be the largest market for equipment with sales of $8.8 billion, followed by Taiwan ($8.1 billion), South Korea ($8 billion) and Japan ($5.8 billion), SEMI said. Taiwan, South Korea, and the Rest of World region experienced contraction of sales this year, SEMI said.

In 2012, only South Korea is expected to have positive growth (7.5 percent). In 2013, the market is expected to rebound for all regions except South Korea, due to high growth in 2012, SEMI said.

www.eetimes.com/electronics-news/4231...
novital 8 december 2011 15:54
0
Lid sinds: 15 nov 2004
Laatste bezoek: 08 feb 2024
Aantal posts:
1.444
Aanbevelingen:
Ontvangen: 119
Gegeven: 42
Gartner verwacht een stijging in de chip verkoop.

MARKET PULSE Archives

Chip sales to grow 2.2% in 2012: Gartner
By Benjamin Pimentel
SAN FRANCISCO (MarketWatch) - Worldwide chip sales are expected to total $309 billion in 2012, up 2.2% from this year and below earlier expectations, Gartner Inc. said Thursday. Gartner previously expected semiconductor revenue to grow 4.6% next year. Research Vice President Bryan Lewis said the industry is expected to feel the impact of the economic worries in Europe and the "the high degree of uncertainty impacting spending by both consumers and enterprises."

www.marketwatch.com/story/chip-sales-...
[verwijderd] 19 december 2011 14:08
0
Lid sinds: 01 jan 0001
Laatste bezoek: 01 jan 0001
Aantal posts:
0
Aanbevelingen:
Ontvangen: 0
Gegeven: 0
Geen nederlandse discussie hier?
6 Posts
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 26 apr 2024 17:39
Koers 858,800
Verschil +25,100 (+3,01%)
Hoog 862,500
Laag 841,800
Volume 498.526
Volume gemiddeld 553.594
Volume gisteren 515.076

ASML nieuws

24 apr ASML verwelkomt nieuwe CEO
23 apr Slotcall: AEX sluit weer fors hoger e... 1
22 apr ASML blijft in Nederland
22 apr ING verhoogt koersdoel ASML
18 apr Beursblik: Berenberg verhoogt koersdo...
17 apr Slotcall: AEX is het kneusje van Euro... 7
17 apr Degroof: "Tegenvallende orderinstroom...
17 apr 'Zwakke orderinstroom ASML geen probl...
17 apr AEX opent lager en Peter Wennink neem... 3
17 apr CFO: orderinstroom ASML is volatiel m...
Meer ››

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront