ASML executives: optimistic about semiconductor capital expenditure next year

Peter Wennink, chief financial officer of European semiconductor equipment industry leader ASML Holding NV, said at the Morgan Stanley Annual Technology Media Telecommunications (TMT) Conference on the 19th that capital expenditures for the semiconductor industry will increase next year and strong demand from the company's customers will lead to lead time. Up to 10 months. Wennink also expects that the NAND market will grow in the next year. Logical and wafer sales will increase significantly, but DRAM sales will decline. Wennink also pointed out that he will return excess cash to shareholders by buying back his shares and distributing dividends.

The financial report of ASML Q3 this year is better than market expectations. The revenue for this quarter is expected to show a quarterly increase, and the amount of orders will also be higher than Q3. ASML is scheduled to announce its Q4 financial report this year on January 19, 2011. ASML competitors include Japan's Canon Inc. Nikon Corp. Customers include Intel Corp., TSMC and others.

Applied Materials (Inc.), the leading manufacturer of semiconductor equipment industry, announced on the 17th the fiscal fourth quarter (October-October) financial year that the reduction rate for the current quarter (November-January) will be estimated Between 8-15% (equivalent to 2.455 billion-2.588 billion U.S. dollars, with a median value of 2.557 billion U.S. dollars), it is not as good as the analysts' general estimate of 2.62 billion U.S. dollars that Thomson Reuters surveyed.