ASML's EUV lithography system revenues are dominating its product sector with more than 45% of revenues in 2020.
ASML currently counts just six companies as customers at the 7nm node and below, although EUV revenues will double for the company in 2023.
ASML's dominant share of immersion DUV, which is used between 10nm and 65nm nodes, has been eroding against Nikon in the past few years.....
In a recap of 2020, ASML (ASML) reported significant technological and financial gains. In the past few weeks alone:
ASML reported it extended its procurement contract with SMIC (OTCQX:SMICY). This relates to an existing agreement for DUV lithography that was already entered into on Jan. 1, 2018, and that would run originally until Dec. 31, 2020, and which was extended on Feb. 1, 2021, to be valid until end of December 2021.
SK Hynix, the world’s second-largest memory chip maker, has entered a five-year procurement contract worth $4.34 B with ASML to secure extreme ultraviolet (EUV) scanners used in manufacturing chips.
ASML introduced a new three-year, 6 billion euro share repurchase authorization in January 2020. Since Jan. 21, 2021, ASML has been spending approximately 32.3 million Euros on stock buyback....
As a percentage of company revenues, EUV revenues increased from just 7% in 2016 to 45% in 2020. I project EUV revenues will double in 2023 from 2020 revenues.....
seekingalpha.com/article/4412366-asml-not-dominant-without-euv