In today’s briefing:
- ASML. Still A Safe Harbor In A Semi Storm
ASML. Still A Safe Harbor In A Semi Storm
- No change to FY 2023 outlook but some EUV orders for H2 2024 still remain to be booked
- Net systems bookings fell sharply during the quarter, down ~40% sequentially
- With an order backlog of ~$39 billion, we see ASML riding out this semi storm relatively unscathed compared to their peers.
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