"EUV lithography machines were left out in the cold, and Samsung, Intel, TSMC and other manufacturers sold ASML shares one after another"！
You know, ASML is one of the world's leading lithography machine manufacturers, almost monopolizing more than 90% of the global lithography machine market, even more than 100%, because no other company has the ability to produce this type of lithography machine except ASML.
Some time ago, Samsung, Intel, and TSMC injected money into ASML to gain an advantage in EUV lithography technology.
Since 2012, Intel, Samsung, and TSMC have injected $6.5 billion into ASML, with Intel holding more than 15%, Samsung 3%, and TSMC 5%.
As ASML's share price soared, Samsung, TSMC, and Intel are all ** their stakes in ASML but still retain some of their shares, after all, they are shareholders and are better positioned to buy EUV lithography machines.
However, according to a report some time ago, Samsung sold its entire remaining stake in ASML for 6.5 billion yuan. Samsung said it would use the funds to improve its semiconductor process technology.
In fact, TSMC's inventory is almost depleted, leaving only a small amount of Intel's inventory.
Why do these three companies want to ** shares? First of all, his investment has made him a lot of money.
Secondly, the sales of EUV lithography machines are not as hot as in the past, because ASML has a large production capacity and many buyers, so the market competition is not fierce.
At the same time, ASML's EUV lithography machines are becoming increasingly difficult to update; ASML has stated that na=0The EUV lithography machine of the 55 will be difficult to update, and may even become the last generation of lithography machines, and there is even news that it will not be updated until 2030.
Coupled with the fact that silicon-based chips have reached their physical limits, it is becoming increasingly difficult to make further progress, and EUV lithography may even be marginalized in areas such as light, carbon, and quantum computing.
In this case, it can be said that it is asml's"Doomsday Mania"With the launch of Canon's NIL nanoimprint technology, the future will no longer be the world of EUV lithography technology, and the demand for ASML will be less and less, so these shareholders will not hesitate to sell their **.