It is rumored that ASML s successor will visit TSMC and may seek orders for high numerical aperture

Mondo Sports Updated on 2024-01-31

It is rumored in the industry that Christophe Fouquet, the commercial chief of ASML, is about to start an Asian trip with the current senior management, and Fuquet is the first person in ASML and is expected to take over the position of president and CEO after the retirement of Peter Wennink.

In November last year, Esmore announced its intention to appoint Commercial Chief Executive Officer Christophe Fouquet as its next President and Chief Executive Officer, and the appointment will be notified at the Annual General Meeting on April 24, 2024. Peter Wennink, the current president and CEO, will retire on April 24, and Jim Koonmen will be appointed as customer president.

It is reported that the high-level visit of Esmoore to Taiwan will be led by Peter Wen and Fukai, who will first go to TSMC, and then meet with Jiadeng, Fanxuan and other cooperative factories to strengthen the cooperative relationship with Taiwan factories and exchange views on industry trends. After Esmore's high-level visit to Taiwan, the delegation will go to South Korea, Japan and other places. ASML has not responded to this message due to a period of silence.

It is understood that TSMC is the largest customer of Esmore, with 65% of the world's extreme ultraviolet (EUV) machines in operation, and the rest of the customers include memory manufacturers Samsung Electronics, SK hynix, Japan's Rapidus, and the United States' Intel.

In terms of Asmoore's partners, Jiadeng mainly provides semiconductor mask delivery solutions, and has a leading market share of more than 70% of the extreme ultraviolet photomask boxes necessary for advanced manufacturing processes, including major semiconductor manufacturers in Taiwan and the United States.

The main business of Jiashuo is to provide design, manufacturing, sales and maintenance services of semiconductor equipment and related components, mainly used in EUV reticle and high-end process reticle delivery automation technology solutions, and jointly establish a close and strong cooperative relationship with customers.

Although the semiconductor boom cooled down last year, Fanxuan maintained a high water level of 60 billion yuan in orders due to product diversification, and is optimistic that the operation will still be stable this year, and it will usher in a big outbreak in 2025.

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