$ASML(ASML.US) reported total net sales of 5.3 billion euros in the first quarter, with a gross margin of 51.0% and net income of 1.2 billion euros; quarterly net bookings were 3.6 billion euros, of which 656 million euros were for EUV.
For guidance, total net sales for the second quarter of 2024 are expected to be between 5.7 billion and 6.2 billion euros, with a gross margin between 50% and 51%; total net sales for 2024 will be similar to 2023.
Overall, revenue declined by 20%, mainly due to the high sales base in the first quarter of last year. As is well known, many factories stockpiled manufacturing equipment last year. However, in 2024, Samsung, TSMC, and SK are opening new plants in the U.S., Japan, and Germany, which will require new equipment, so the future outlook remains positive.
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