Klantje van ASML doet het niet zo slecht.
Ook het feit dat EUV blijkbaar kostenefficiëntie in de hand werkt lijkt me fijn.
Waar is den tijd dat iemand hier maar bleef herhalen dat EUV veel te duur en niet efficiënt was...
Bron: Bolero.
Samsung Electronics flags 53% jump in Q2 profit, tops estimates
01:50 (07/07) - Bron: Reuters
* Co on track for biggest Q2 profit since 2018
* Strong memory chip shipments, prices buoyed
profit-analysts
* Phone shipments fell q/q on chip shortage,
pandemic-analysts
By Joyce Lee and Heekyong Yang
SEOUL, July 7 (Reuters) - Samsung Electronics Co Ltd
on Wednesday reported a likely 53% jump in
second-quarter operating profit, beating market estimates on the
back of strong chip prices and demand despite lower smartphone
sales.
The preliminary result is up 33% from the first quarter and
underscores the soaring demand for chips that has depleted
stockpiles amid a pandemic-led consumer appetite for electronics
and recovering investment in data centres.
The world's largest memory chip and smartphone maker said
profit for the quarter ended June 30 was likely 12.5 trillion
won ($11 billion), well above a Refinitiv SmartEstimate of 11.3
trillion won. If confirmed later this month, it would be the
tech giant's biggest second-quarter profit since 2018.
"Third-quarter profit is expected to be even higher on
strong mobile DRAM memory chip prices, and peak seasons for
mobile and display businesses," said Park Sung-soon, analyst at
Cape Investment & Securities.
For the second quarter, Samsung's chip division profit
likely jumped by a fifth or more from a year earlier, analysts
said, helped by strong memory-chip prices and demand for
consumer electronics and from data centre customers.
Samsung's memory chip shipments, especially for DRAM chips
widely used in servers, mobile phones and other computing
devices, were larger than expected, contributing to chip profits
that dwarfed a steep quarter-over-quarter fall in smartphone
shipments.
Improved yield in cutting-edge 1z nanometre DRAM chip
production using ASML's extreme ultraviolet
lithography (EUV) machines also likely lessened costs from the
first quarter, analysts said.
Profits at Samsung's chip contract manufacturing and logic
chip design businesses were likely to have improved too as
operations at a storm-hit factory in Texas returned to normal,
analysts said.
"One of the most-anticipated elements in the earnings call
later this month is how much the chip contract manufacturing
business has progressed in competitiveness, and the current
status of foundry customers and orders," said Lee Won-sik,
analyst at Korea Investment & Securities.
"Another is what changes Samsung expects in memory chip
profitability, as competitors like Micron are said to be
narrowing the technology gap (with Samsung)," Lee added.
Last month, U.S. memory chip rival Micron Technology Inc
reported a quarterly profit that beat Wall Street
estimates, and forecast current-quarter revenue above
expectations.