Margin Game
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 24 January 2024
⏱️ 27 minutes
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| 0:00.0 | We're talking burritos and chips, but you might not want them both on your dish together. |
| 0:09.4 | Motley Full Money starts now. I'm going to. I'm Dylan Lewis and I'm joined over the airways by Motley Fool analyst Tim Byers. |
| 0:25.0 | Tim, thanks for joining me. |
| 0:26.0 | Thanks, Dylan. |
| 0:28.0 | Fully caffeinated, ready to go. |
| 0:30.0 | Love it. |
| 0:31.0 | We've got a look at the entertainment world and big results and big reactions |
| 0:34.6 | from company earnings and that's where we're going to kick things off with ASML. |
| 0:38.4 | Tim, the lynchpin of the chip industry and Europe's largest tech company posted 9% bottom line growth |
| 0:45.1 | and 30% top line growth for the quarter, sent shares up 10% this week after earnings. |
| 0:50.1 | Seems like it's a pretty good time to be in the semiconductor business. |
| 0:54.0 | Well, let's not say that. |
| 0:56.0 | I wouldn't go that far, but I would say it's a better time. |
| 0:59.7 | And it does look like things are turning, turning for the better. |
| 1:03.7 | So let's just point out that ASML did have some really good results in the business that |
| 1:10.2 | really will drive results for the longest period of time, which is the |
| 1:14.8 | EUV business. This is the more advanced chipmaking business. So when we're talking |
| 1:20.3 | about lithography, which is what ASML does, and they are the provider of |
| 1:26.2 | EUV, which is the most advanced form of lithography for making the smallest and most advanced chips. |
| 1:34.0 | So this is where we're talking about doing really advanced chip manufacturing here. |
| 1:41.0 | So in that part of the business, the EUV lithography was up 30% to 9.1 billion |
| 1:46.7 | euro sold or I guess I should say recognize revenue on 53 systems so a a big deal, but they also shipped, and this is |
... |
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