https://www.reddit.com/r/hardware/comments/akfs5c/asml_q4_2018_earnings_call_uncertain_foundry_3nm/

 

 

We also expect to see strong growth in EUV demand supporting customers' ramp of 7 and 7 plus nanometer nodes as well as a transition to the 5 nanometer node. we currently expect logic demand to increase around 50% year-over-year and memory to be down around 20% year-over-year. We still expect single digit percentage growth of Installed Base revenue. 

 

- 7/5nm에 힘입어 로직 분야에서 ASML 장비에 대한 수요는 50% 증가 예정. 메모리 분야에서는 20% 감소 예상

 

Logic customers are installing systems in support of volume manufacturing for their 7 and 5 nanometer nodes. DRAM customers are also working on qualifying EUV for their future nodes. And this year we expect the first commercial EUV enabled chip to reach the consumer market.

 

- 로직 고객들은 7/5nm 대량생산을 실행 중. D램 고객 또한 EUV 도입을 준비 중. 올해 첫번째 EUV 칩이 출시될 것.

 

we shipped six systems in Q4, which translates to a total of 18 EUV shipments in 2018. With the five orders booked this quarter, our shipment plan of 30 systems for 2019 is covered.

 

- 작년 18기의 EUV 장비를 출하. 올해는 30기 예정.

 

the thing that we get especially from DRAM customers is -- from our largest customers is that they said we should not underestimate their ability to react swiftly and that's what they have done. So, they have said to what we are looking, where we're looking now it is a 20% bit growth or even a slightly less this year. .........memory order in Q4 it's like down almost 80% from the peak and it's also back to like early 2016 levels......

 

- D램 가격이 똥망하자 발빠른 고객사들은 2016년 peak 대비 주문을 80% 감소시킴.

 

we of course have a customer that does both. But you could say it was about 80% to 90% is going to be logic. And then 15% DRAM related but we have 80% to 90% logic.

 

- 30기의 EUV 시스템 중 80% 이상이 로직. 15% 정도가 D램

 

 

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제가 인상깊게 읽은 부분을 요약해 보면,

 

D램 고객사들은 DUV(EUV 이전 노광장비) 등 장비투자를 급속하게 감소시켰고,

 

EUV 출하량은 빠르게 늘어나고 있으며, 업계(라고는 하지만 결국 삼성과 TSMC)는 7/5nm를 향해 맹렬히 질주하고 있으며,

 

삼성은 유일하게 D램에 EUV 도입을 적극 진행하고 있다.