独家
荷兰ASML业绩之前的出口规定中国焦点
海牙预计ASML至少一些额外的限制对中国的出口,荷兰政府知情人士安全讨论美国和荷兰之间对路透表示,尽管他们无法给出一个时间表。
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20%的员工沃达丰想法的销售团队退出:报告
因此,沃达丰的想法是现在寻找替代品,该报告说。Linkedin的电信公司页面列出1905个空缺职位的招聘在AGM -预付营销专家等角色,AGM -预付营销、AGM -营销分析,等等。
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阿姆斯特丹:预期,荷兰政府将进一步限制芯片设备巨头对中国的销售量ASML Holding NV可能超过预计下周第四季度业绩强劲。
海牙预计实施至少一些额外的限制ASML出口到中国,荷兰政府知情人士安全讨论美国和荷兰之间对路透表示,尽管他们无法给出一个时间表。
荷兰阿斯麦公司芯片制造商的主要供应商,产生约15%的销售在中国,一个重要的增长市场,即使它被限制出售其最先进的机器在2019年在美国的压力下。
华盛顿10月出口限制强加于自己的芯片设备公司旨在阻碍中国使芯片和冲其军事能力的进步。
美国官员表示,他们预计荷兰效仿。
荷兰首相马克•吕特在1月17日表示,他预计“好结果”后与美国对此事的讨论与总统会面乔•拜登(Joe Biden)在华盛顿。
但荷兰贸易部长Liesje Schreinemacher不仅仅强调荷兰将采用美国规则。
“我知道有很多的国际压力,但我会争取开放贸易和反对贸易保护主义,”她告诉一个小组在达沃斯1月19日。
政府消息人士称海牙一直致力于解决几个问题。
一是确保荷兰规则起草以这样一种方式,他们不是更限制ASML比美国公司。
另一个原因是,日本,ASML竞争对手尼康,也有类似的规则,和第三,新的限制不颠覆全球芯片市场,也就是从COVID-19短缺,需要中国生产时代,尤其是欠发达芯片。
收益
荷兰外交部负责出口管制,拒绝置评。ASML也拒绝置评引用之前的平静期收益将在1月25日。
ASML预计发布第四季度净利润为16.8亿欧元(合18.2亿美元)的创纪录的收入为63.7亿欧元,根据Refinitiv圣像数据。
11月ASML上调年收入估计25%到2025年至少300亿欧元。
该公司的客户包括台积电,三星和英特尔从事主要扩张,所以任何损失的中国销售最初可以抵消其他地方。
不过,美国限制ASML预计将影响5%的380亿欧元的订单。
从强硬的荷兰规则可能会遭受进一步的损失,例如,如果老技术的限制向中国销售中时深紫外线光刻技术(DUV)设备。
ASML已售出超过80亿欧元的这样的设备在中国自2014年以来,当DUV从国际货物列表被认为可能的军事用途。
政府需要扩大其敏感技术的定义包括DUV为了限制,不得指定此举是针对中国的。
![\"Dutch](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/figure>By Toby Sterling and Stephanie van den Berg<\/strong>
AMSTERDAM: Expectations that the Dutch government will further limit sales to China by chip equipment giant ASML Holding NV<\/a> may overshadow what are expected to be strong fourth quarter results due next week.
The Hague is expected to impose at least some additional restrictions on ASML<\/a>'s exports to China, a Dutch government source familiar with security discussions between the United States and Netherlands told Reuters, though they could not give a timeframe.
ASML, a key supplier to chipmakers, generates about 15% of its sales in China, an important growth market even after it was restricted from selling its most advanced machines there under U.S. pressure in 2019.
<\/div><\/div>Tensions between Washington and Beijing over semiconductors have since steadily worsened.
Washington in October imposed export restrictions on its own chip equipment companies aimed at hobbling China's ability to make chips and to blunt its military progress.
U.S. officials say they expect the Netherlands to follow suit.
Dutch Prime Minister Mark Rutte on Jan. 17 said he expected a \"good outcome\" to discussions with the United States on the matter after meeting with President Joe Biden<\/a> in Washington.
But Dutch trade minister Liesje Schreinemacher has underlined the Netherlands will not simply adopt U.S. rules.
\"I know there's a lot of pressure internationally but I will be fighting for open trade and against protectionism,\" she told a panel in Davos on Jan. 19.
The government source said The Hague has been working to resolve several concerns.
One is making sure Dutch rules are drafted in such a way that they are not actually more restrictive for ASML than for U.S. companies.
Another is that Japan, home to ASML competitor Nikon , have similar rules, and a third is that new restrictions do not upend the global chip market, which is just emerging from COVID-19 era shortages and needs Chinese production, especially for less-advanced chips.
Washington in October imposed export restrictions on its own chip equipment companies aimed at hobbling China's ability to make chips and to blunt its military progress.
U.S. officials say they expect the Netherlands to follow suit.
Dutch Prime Minister Mark Rutte on Jan. 17 said he expected a \"good outcome\" to discussions with the United States on the matter after meeting with President Joe Biden<\/a> in Washington.
But Dutch trade minister Liesje Schreinemacher has underlined the Netherlands will not simply adopt U.S. rules.
\"I know there's a lot of pressure internationally but I will be fighting for open trade and against protectionism,\" she told a panel in Davos on Jan. 19.
The government source said The Hague has been working to resolve several concerns.
One is making sure Dutch rules are drafted in such a way that they are not actually more restrictive for ASML than for U.S. companies.
Another is that Japan, home to ASML competitor Nikon , have similar rules, and a third is that new restrictions do not upend the global chip market, which is just emerging from COVID-19 era shortages and needs Chinese production, especially for less-advanced chips.
<\/div><\/div>\"We will figure it out,\" the source said.
EARNINGS
<\/strong>
The Dutch Foreign Affairs Ministry, which oversees export controls, declined to comment. ASML also declined to comment citing a quiet period ahead of earnings due on Jan. 25.
ASML is expected to post fourth-quarter net income of 1.68 billion euros ($1.82 billion) on record revenue of 6.37 billion euros, according to Refinitiv Eikon data.
In November ASML raised its annual revenue estimates by 25% to at least 30 billion euros by 2025.
The company's top customers including TSMC<\/a>, Samsung<\/a> and Intel<\/a> are engaged in major expansions, so any loss of Chinese sales could initially be offset elsewhere.
Still, the U.S. restrictions are expected to impact 5% of ASML's 38-billion-euro order backlog.
There could be further losses from tougher Dutch rules, if for example, limits are re-applied to sales to China of older technology deep ultraviolet lithography (DUV) equipment.
ASML has sold more than 8 billion euros worth of such equipment in China since 2014, when DUV was removed from international lists of goods deemed of possible military use.
The government would need to expand its definition of sensitive technology to include DUV in order to restrict it and may not specify that such a move is targeting China.
<\/div><\/div>
EARNINGS
<\/strong>
The Dutch Foreign Affairs Ministry, which oversees export controls, declined to comment. ASML also declined to comment citing a quiet period ahead of earnings due on Jan. 25.
ASML is expected to post fourth-quarter net income of 1.68 billion euros ($1.82 billion) on record revenue of 6.37 billion euros, according to Refinitiv Eikon data.
In November ASML raised its annual revenue estimates by 25% to at least 30 billion euros by 2025.
The company's top customers including TSMC<\/a>, Samsung<\/a> and Intel<\/a> are engaged in major expansions, so any loss of Chinese sales could initially be offset elsewhere.
Still, the U.S. restrictions are expected to impact 5% of ASML's 38-billion-euro order backlog.
There could be further losses from tougher Dutch rules, if for example, limits are re-applied to sales to China of older technology deep ultraviolet lithography (DUV) equipment.
ASML has sold more than 8 billion euros worth of such equipment in China since 2014, when DUV was removed from international lists of goods deemed of possible military use.
The government would need to expand its definition of sensitive technology to include DUV in order to restrict it and may not specify that such a move is targeting China.
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"3284.0","minfoseo":"3284-0"},"NumberOfWords":{"minfo":"525.0","minfoseo":"525-0"},"TitleOfTheImage":{"minfo":"China buys fewer chip-making machines as US restrictions start","minfoseo":"china-buys-fewer-chip-making-machines-as-us-restrictions-start"},"NumberOfSentences":{"minfo":"25.0","minfoseo":"25-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1674266922491","minfoseo":"1674266922491"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"HashCode":{"minfo":"382611904","minfoseo":"382611904"},"SourceType":{"minfo":"DAM","minfoseo":"dam"},"SourceID":{"minfo":"96185918","minfoseo":"96185918"},"Source":{"minfo":"ETTELECOM","minfoseo":"ettelecom"},"Mimetype":{"minfo":"WEBP","minfoseo":"webp"},"key":{"0":{"keyid":"646047","value":"ASML","smid":"0","keynameseo":"ASML","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"171929","value":"tsmc","smid":"0","keynameseo":"tsmc","keytype":"","keycount":"totalcount","weightage":"50"},"2":{"keyid":"10591","value":"samsung","smid":"0","keynameseo":"samsung","keytype":"","keycount":"totalcount","weightage":"50"},"3":{"keyid":"99719","value":"joe biden","smid":"0","keynameseo":"joe-biden","keytype":"","keycount":"totalcount","weightage":"50"},"4":{"keyid":"28115","value":"intel","smid":"0","keynameseo":"intel","keytype":"","keycount":"totalcount","weightage":"50"},"5":{"keyid":"35611","value":"technology news","smid":"0","keynameseo":"technology-news","keytype":"","keycount":"totalcount","weightage":"20"},"6":{"keyid":"6356001","value":"International","smid":"0","keynameseo":"International","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"16185376","value":"Dutch export rules","smid":"0","keynameseo":"Dutch-export-rules","keytype":"","keycount":"totalcount","weightage":"20"},"9":{"keyid":"1136115","value":"ASML Holding NV","smid":"0","keynameseo":"ASML-Holding-NV","keytype":"","keycount":"totalcount","weightage":"20"}},"similarlytagged":[{"msid":"97187225","stname":"Dutch export rules on China in focus ahead of ASML results","artsyn":"The Hague is expected to impose at least some additional restrictions on ASML's exports to China, a Dutch government source familiar with security discussions between the United States and Netherlands told Reuters, though they could not give a timeframe.","seolocation":"telecomnews\/dutch-export-rules-on-china-in-focus-ahead-of-asml-results","seolocationalt":"Dutch export rules on China in focus ahead of ASML results","url_seo":"dutch-export-rules-on-china-in-focus-ahead-of-asml-results"},{"msid":"97080594","stname":"US, China lock horns over capturing semiconductor chip market: Report","artsyn":"The semiconductor chip market which is currently 500 billion dollars (USD) is expected to double by 2030. 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though they could not give a timeframe.","seolocation":"telecomnews\/dutch-export-rules-on-china-in-focus-ahead-of-asml-results","seolocationalt":"Dutch export rules on China in focus ahead of ASML results","url_seo":"dutch-export-rules-on-china-in-focus-ahead-of-asml-results"},"97080594":{"msid":"97080594","stname":"US, China lock horns over capturing semiconductor chip market: Report","artsyn":"The semiconductor chip market which is currently 500 billion dollars (USD) is expected to double by 2030. 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The report further states that China wants to own the technology to make chips which is still a US domain.","seolocation":"telecomnews\/us-china-lock-horns-over-capturing-semiconductor-chip-market-report","seolocationalt":"US, China lock horns over capturing semiconductor chip market: Report","url_seo":"us-china-lock-horns-over-capturing-semiconductor-chip-market-report"},"95548447":{"msid":"95548447","stname":"Taiwan president decries 'rumours' about chip investment risk on island","artsyn":"Taiwan, home to the world's largest contract chipmaker TSMC, plays an outsized role in providing the chips used in everything from cars and smartphones to fighter jets, and is a major supplier to companies like Apple Inc.","seolocation":"telecomnews\/taiwan-president-decries-rumours-about-chip-investment-risk-on-island","seolocationalt":"Taiwan president decries 'rumours' about chip investment risk on island","url_seo":"taiwan-president-decries-rumours-about-chip-investment-risk-on-island"},"95438257":{"msid":"95438257","stname":"ASML launches 12 bln euro buyback, upgrades 2025 forecast","artsyn":"ASML, which has more orders for its equipment than it can currently supply and foresees a decade of growth, said it is moving ahead with plans to expand capacity.","seolocation":"telecomnews\/asml-launches-12-bln-euro-buyback-upgrades-2025-forecast","seolocationalt":"ASML launches 12 bln euro buyback, upgrades 2025 forecast","url_seo":"asml-launches-12-bln-euro-buyback-upgrades-2025-forecast"},"94960788":{"msid":"94960788","stname":"ASML reports strong Q3, says it is not hit by U.S. China sanctions","artsyn":"\"There is uncertainty in the market due to a number of global macro-economic concerns including inflation, consumer confidence and the risk of a recession,\" said CEO Peter Wennink in a statement.","seolocation":"telecomnews\/asml-reports-strong-q3-says-it-is-not-hit-by-u-s-china-sanctions","seolocationalt":"ASML reports strong Q3, says it is not hit by U.S. China sanctions","url_seo":"asml-reports-strong-q3-says-it-is-not-hit-by-u-s-china-sanctions"},"94842533":{"msid":"94842533","stname":"ASML shares fall 9% after Taiwan customer says it's cutting capital spending","artsyn":"Half of the reason for TSMC's cut was due to medium-term planning and \"the other half is due to continued tool delivery challenges\", TSMC Chief Financial Officer Wendell Huang told reporters on a media call.","seolocation":"telecomnews\/asml-shares-fall-9-after-taiwan-customer-says-its-cutting-capital-spending","seolocationalt":"ASML shares fall 9% after Taiwan customer says it's cutting capital spending","url_seo":"asml-shares-fall-9-after-taiwan-customer-says-its-cutting-capital-spending"},"93032994":{"msid":"93032994","stname":"BE Semiconductor expects demand to weaken further","artsyn":"\"Whether current market softness is a temporary pause or more prolonged in duration is difficult to tell at present given the many conflicting economic, geopolitical and industry cross currents,\" Chief Executive Officer Richard Blickman said as he delivered second quarter results.","seolocation":"telecomnews\/be-semiconductor-expects-demand-to-weaken-further","seolocationalt":"BE Semiconductor expects demand to weaken further","url_seo":"be-semiconductor-expects-demand-to-weaken-further"},"93018130":{"msid":"93018130","stname":"Semiconductor group ASMI posts record orders despite supply chain woes","artsyn":"Revenue increased 30% year on year to 559.5 million euros ($570.13 million) in the three months to June 30, at the higher end of its guided range of 540 million to 570 million euros. New orders reached 942.7 million euros, a 73% increase year on year.","seolocation":"telecomnews\/semiconductor-group-asmi-posts-record-orders-despite-supply-chain-woes","seolocationalt":"Semiconductor group ASMI posts record orders despite supply chain woes","url_seo":"semiconductor-group-asmi-posts-record-orders-despite-supply-chain-woes"},"93003221":{"msid":"93003221","stname":"Semiconductor equipment maker ASML profit rises on record bookings","artsyn":"The Dutch company, a key supplier to computer chip makers, reported net profit of 1.41 billion euros ($1.44 billion) for the three months ended June 30, up from profit of 1.04 billion euros a year earlier, it said in a statement.","seolocation":"telecomnews\/semiconductor-equipment-maker-asml-profit-rises-on-record-bookings","seolocationalt":"Semiconductor equipment maker ASML profit rises on record bookings","url_seo":"semiconductor-equipment-maker-asml-profit-rises-on-record-bookings"},"92693127":{"msid":"92693127","stname":"US wants Dutch supplier to stop selling chipmaking gear to China","artsyn":"Washington\u2019s proposed restriction would expand an existing moratorium on the sale of the most advanced systems to China, in an attempt to thwart China\u2019s plans to become a world leader in chip production. I","seolocation":"telecomnews\/us-wants-dutch-supplier-to-stop-selling-chipmaking-gear-to-china","seolocationalt":"US wants Dutch supplier to stop selling chipmaking gear to China","url_seo":"us-wants-dutch-supplier-to-stop-selling-chipmaking-gear-to-china"},"92688421":{"msid":"92688421","stname":"ASML shares fall on report US wants to restrict sales to China","artsyn":"ASML has already been unable to ship its most advanced tools to China, but the report said Washington would also restrict the sale of slightly older machines, citing \"people familiar with the matter.\"","seolocation":"telecomnews\/asml-shares-fall-on-report-us-wants-to-restrict-sales-to-china","seolocationalt":"ASML shares fall on report US wants to restrict sales to China","url_seo":"asml-shares-fall-on-report-us-wants-to-restrict-sales-to-china"},"91680119":{"msid":"91680119","stname":"Computer chip giant ASML places big bets on a tiny future","artsyn":"It is building machines the size of double-decker buses, weighing over 200 tonnes, in its quest to produce beams of focused light that create the microscopic circuitry on computer chips used in everything from phones and laptops to cars and AI.","seolocation":"telecomnews\/computer-chip-giant-asml-places-big-bets-on-a-tiny-future","seolocationalt":"Computer chip giant ASML places big bets on a tiny future","url_seo":"computer-chip-giant-asml-places-big-bets-on-a-tiny-future"},"90972510":{"msid":"90972510","stname":"Chip-starved firms are scavenging Silicon from washing machines","artsyn":"Automakers have yet to overcome a semiconductor crunch that has challenged their operations for over a year.","seolocation":"telecomnews\/chip-starved-firms-are-scavenging-silicon-from-washing-machines","seolocationalt":"Chip-starved firms are scavenging Silicon from washing machines","url_seo":"chip-starved-firms-are-scavenging-silicon-from-washing-machines"},"90969483":{"msid":"90969483","stname":"ASML boss says \"zero\" signs of easing demand from semiconductor manufacturers","artsyn":"ASML, which sells equipment to TSMC, Samsung, Intel and others, earlier reported better than expected first quarter earnings.","seolocation":"telecomnews\/asml-boss-says-zero-signs-of-easing-demand-from-semiconductor-manufacturers","seolocationalt":"ASML boss says \"zero\" signs of easing demand from semiconductor manufacturers","url_seo":"asml-boss-says-zero-signs-of-easing-demand-from-semiconductor-manufacturers"},"90954210":{"msid":"90954210","stname":"ASML Q1 earnings beat forecasts slightly, bookings seen strong","artsyn":"Bookings remain strong as customers race to increase capacity amid a global semiconductor shortage, said ASML, which is Europe's largest technology company by market capitalisation, at 226 billion euros.","seolocation":"telecomnews\/asml-q1-earnings-beat-forecasts-slightly-bookings-seen-strong","seolocationalt":"ASML Q1 earnings beat forecasts slightly, bookings seen strong","url_seo":"asml-q1-earnings-beat-forecasts-slightly-bookings-seen-strong"},"89540102":{"msid":"89540102","stname":"Chinese company denies alleged IP infringement of ASML","artsyn":"On an official social media account on Friday, the company said the \"recent appearance of a large number of reports related to our company in online media that are inconsistent with the facts.\"","seolocation":"telecomnews\/chinese-company-denies-alleged-ip-infringement-of-asml","seolocationalt":"Chinese company denies alleged IP infringement of ASML","url_seo":"chinese-company-denies-alleged-ip-infringement-of-asml"},"89467050":{"msid":"89467050","stname":"ASML CEO sees no near-term danger of chip glut","artsyn":"In ASML's annual report published on Wednesday CEO Peter Wennink said plans by the China, the European Union, Japan, South Korea and the United States were expected to lead to a doubling of capital expenditure in the chip industry from $150 billion in 2021.","seolocation":"telecomnews\/asml-ceo-sees-no-near-term-danger-of-chip-glut","seolocationalt":"ASML CEO sees no near-term danger of chip glut","url_seo":"asml-ceo-sees-no-near-term-danger-of-chip-glut"},"89008042":{"msid":"89008042","stname":"ASML still has no licence to ship newest machines to China: CEO","artsyn":"Under pressure from the U.S. government, the Dutch government has withheld granting a licence for ASML to export the machines, which are considered \"dual use\" goods with possible military applications.","seolocation":"telecomnews\/asml-still-has-no-licence-to-ship-newest-machines-to-china-ceo","seolocationalt":"ASML still has no licence to ship newest machines to China: CEO","url_seo":"asml-still-has-no-licence-to-ship-newest-machines-to-china-ceo"},"88993005":{"msid":"88993005","stname":"Intel orders ASML system for well over $340 mln in quest for chipmaking edge","artsyn":"ASML's most advanced machines in current commercial production, known as EUV lithography systems because of the \"Extreme Ultraviolet\" light waves they use to map out the circuitry of computer chips, are as big as a bus and cost around $150 million each.","seolocation":"telecomnews\/intel-orders-asml-machine-still-on-drawing-board-as-chipmakers-look-for-an-edge","seolocationalt":"Intel orders ASML system for well over $340 mln in quest for chipmaking edge","url_seo":"intel-orders-asml-machine-still-on-drawing-board-as-chipmakers-look-for-an-edge"},"88990795":{"msid":"88990795","stname":"ASML profit beats despite Berlin fire; sees 20% sales growth in 2022","artsyn":"\"The expected impact of the fire in part of a building at our Berlin site is included\", in the 2022 growth forecast, the Chief Executive Officer Peter Wennink said in a statement.","seolocation":"telecomnews\/asml-profit-beats-despite-berlin-fire-sees-20-sales-growth-in-2022","seolocationalt":"ASML profit beats despite Berlin fire; sees 20% sales growth in 2022","url_seo":"asml-profit-beats-despite-berlin-fire-sees-20-sales-growth-in-2022"}}}}" data-news-images="[{"msid":"97187229","msname":"China buys fewer chip-making machines as US restrictions start","msnameseo":"china-buys-fewer-chip-making-machines-as-us-restrictions-start","mediatype":"44","artdate":"2022-12-13 07:50:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
