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To: Donald Wennerstrom who wrote (82445)	1/28/2019 5:22:35 PM
From: Return to Sender	2 Recommendations Recommended By Donald Wennerstrom Sam Respond to of 95490

Stocks Fall on Caterpillar, NVIDIA Warnings but Close Near Highs 28-Jan-19 16:25 ET Dow -208.98 at 24528.22, Nasdaq -79.18 at 7085.19, S&P -20.91 at 2643.81 briefing.com [BRIEFING.COM] The S&P 500 declined as much as 1.5% on Monday, as warnings from Caterpillar (CAT 124.37, -12.49, -9.1%) and NVIDIA (NVDA 138.01, -22.14, -13.8%) catalyzed early selling efforts. The benchmark index, however, ended the day down 0.8% and finished near its best levels of the session. The Dow Jones Industrial Average lost 0.8%, the Nasdaq Composite lost 1.1%, and the Russell 2000 lost 0.6%. The S&P 500 information technology (-1.4%), communication services (-1.2%), and health care (-1.1%) sectors underperformed the broader market. Conversely, the real estate (+1.0%) and consumer staples (+0.5%) sectors were the lone groups to finish in the green. Stocks opened sharply lower, as disappointments from Dow component Caterpillar and chipmaker NVIDIA provided an excuse for profit-taking. The S&P 500 was up 13.3% from its Dec. 24 low heading into the session. Specifically, Caterpillar came up well short of Q4 earnings estimates and issued fiscal 2019 earnings guidance below expectations. NVIDIA lowered its fiscal Q4 revenue guidance below consensus, citing weaker-than-expected sales in segments like gaming and datacenter. Caterpillar was a huge drag on the industrial sector (-1.0%) while NVIDIA's warning cooled down the red-hot Philadelphia Semiconductor Index (-2.1%). While buyers were largely absent during the morning trade, they returned in the afternoon session and helped the major indices pare their losses in what has become a familiar buy-the-dip trade. Airline stocks outperformed, bolstered in part by lower oil prices ($51.98/bbl, -$1.64, -3.1%). American Airlines (AAL 36.57, +1.59) led the S&P 500 in gains, rising 4.6%. Strikingly, U.S. Treasuries did not stray too far from their unchanged marks throughout the day despite the slide in equities. The lack of a flight-to-safety bid was indicative of a stock market succumbing to profit taking rather than panic selling. The 2-yr yield decreased two basis points to 2.58%, and the 10-yr yield decreased one basis point to 2.74%. The U.S. Dollar Index lost 0.1% to 95.75. Investors did not receive any economic data on Monday. This week, however, is shaping up to be a busy week of big happenings that will include a swarm of earnings reports, U.S-China trade talks, another vote on the Brexit plan in the UK Parliament, an FOMC meeting and press conference, and the January employment report. Looking ahead, investors will receive the Conference Board's Consumer Confidence Index for January and the S&P Case-Shiller Home Price Index for November on Tuesday. Russell 2000 +9.3% YTD Nasdaq Composite +6.8% YTD S&P 500 +5.5% YTD Dow Jones Industrial Average +5.2% YTD

To: Donald Wennerstrom who wrote (82445)	1/29/2019 12:29:06 PM
From: FJB	2 Recommendations Recommended By Donald Wennerstrom Return to Sender Read Replies (1) \| Respond to of 95490

ASML to Ship 30 EUV Scanners in 2019: Faster EUV Tools Coming by Anton Shilov on January 28, 2019 3:00 PM ESTPosted in Semiconductors Intel SK Hynix EUV EUVL ASML TSMC 7nm Samsung Foundry 5nm 12Comments + Add A Comment ASML said last week that it planned to ship 30 extreme ultraviolet scanners in 2019, up significantly from 2018. The plan is not surprising, as demand for EUV lithography tools is rising and semiconductors manufacturers are building new fabs. In addition, ASML indicated plans to introduce a new EUV scanner that will offer a higher production throughput, the NXE: 3400C. Last year ASML shipped (only) 18 Twinscan NXE: 3400B EUV scanners. This was slightly below its expectations, to supply 20 machines. In total, as of July 2018, there were 31 EUV scanners installed at various fabs across the world, including several machines in various semiconductor research organizations, including imec. If everything goes as planned, ASML will ship more extreme ultraviolet scanners in 2019 than it did in in years before that. Samsung Foundry has already started to use ASML’s EUV equipment for production of commercial chips using its 7LPP process technology at its Fab S3. As reported, a major increase of EUV lithography use by Samsung will commence after it builds another production line in Hwaseong, which was architected for the EUV tools from the start. The fab is set to cost 6 trillion Korean Won ($4.615 billion), it is expected to be completed later this year, and start high volume manufacturing in 2020. TSMC is set to start using its Twinscan NXE scanners for commercial wafers in the second half of this year to produce chips using its N7+ manufacturing technology. Initially EUV scanners will be used for non-critical layers, but their use will be expanded at the 5 nm node in 2020 – 2021. TSMC says that virtually all customers that use its N7 fabrication process will also use its N5 technology for their next-gen chips. Demand for ASML’s Twinscan NXE tools will be further boosted by demand from Intel and SK Hynix. Intel will need EUV tools as it expands its fabs in Oregon, Israel, and Ireland. Besides, the chipmaker will need EUV scanners to equip its Fab 42 in Arizona. These factories will be used to produce chips using Intel’s 7 nm fabrication process. SK Hynix will need EUV tools for its new fab near Icheon, South Korea. According to ASML, one EUV layer requires one EUV step-and-scan system for every ~45,000 wafer starts per month. As leading makers of semiconductors expand the use of EUV tools going forward, they will need additional scanners, which will naturally increase demand for ASML’s Twinscan NXE products. Later this year ASML will introduce its new generation Twinscan NXE: 3400C EUV scanner that will be able to process 170 wafers per hour, up from 155 wafers per hour on the NXE: 3400B. The new scanner will use Cymer’s new 340 W light source, which will enable higher performance. ASML’s Twinscan NXE: 3400C will allow chip manufacturers to keep cycle times for their next-gen chips in check. “We shipped six systems in Q4, which translates to a total of 18 EUV shipments in 2018,” said Peter Wennink, CEO of ASML, during a conference call last week. “With the five orders booked this quarter, our shipment plan of 30 systems for 2019 is covered. In DUV, we shipped 189 new systems in 2018, an increase of 17% over 2017 and we were able to further increase our output in support of the demand from both logic and memory customers. And we continued ramping our latest immersion system, NXT:2000 with a record time to achieve mature customer yields.” Related Reading Intel: EUV-Enabled 7nm Process Tech is on Track Intel to Equip Fab 42 for 7 nm Samsung Starts Mass Production of Chips Using Its 7nm EUV Process Tech TSMC: First 7nm EUV Chips Taped Out, 5nm Risk Production in Q2 2019 TSMC Starts to Build Fab 18: 5 nm, Volume Production in Early 2020 ASML Ships Twinscan NXT:2000i Scanner for 7nm and 5nm DUV EUV Lithography Makes Good Progress, Still Not Ready for Prime TimeSource: ASML, Seeking Alpha