Applied Materials Dethroned as Semiconductor Equipment Leader by ASML Says The Information Network
11 Jan, 2024
ALLENTOWN, Pa. – Jan. 4, 2024 – PRLog — “ASML had taken over the lead from perennial leader AMAT in 2019, but has regained the #1 position in 2023,” reported Dr. Robert Castellano, President of The Information Network. “Demand for ASML’s EUV lithography systems costing more than $300 million each and used to make semiconductor chips at the sub-5nm node have propelled the company to become the market leader.”
“A tailwind for ASML in 2023 was ChatGPT, which runs on Nvidia’s A100 and H100 artificial intelligence GPU processors. These chips are manufactured by Taiwan foundry TSMC and can only be made using EUV lithography systems that only ASML makes.” added Dr. Castellano. “Sales were strong for ASML in China as the country has no comparable domestic lithography company resulting in China semiconductor manufacturers hoarding its DUV systems.
ASML will maintain its 2023 market share lead of 5% in 2024, but that lead will increase to 10% as ASML ramps capacity from 55 to 70 lithography systems in 2025. Other catalysts for growth are strong sales to China, despite U.S. sanctions, and the move to EUV-processed DRAM memory chips.
Web – http://www.theinformationnet.com
E-mail – inquiry@theinformationnet.com
CONTACT: Dr. Robert N. Castellano, 610/737-7596
INDUSTRY KEYWORD: semiconductor
