1Semana
I'm not sure if it will go any lower. We had another company meeting last week.... we should really step on the gas until the end of the year, overtime etc. Full program!
And on Thursday we were told by ASML that no more parts will be needed until the end of the year because too few of the new EUV generators have been sold.
I'm afraid it will go even further down. 🙈
And on Thursday we were told by ASML that no more parts will be needed until the end of the year because too few of the new EUV generators have been sold.
I'm afraid it will go even further down. 🙈
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1Semana
@GordenShanway tell us more! 😁
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11
•1Semana
@Puki I can certainly tell you more....
But you've already heard most of what you need to know about the new EUV generators.
Demand is not as high as ASML thought at the beginning of the year.
We were supposed to make parts for 90 EUV machines in 2024 these 90 have probably not even gone away.
And for 2025 we were supposed to make 124 EUV machines... but we don't have a forecast for that yet.
But you've already heard most of what you need to know about the new EUV generators.
Demand is not as high as ASML thought at the beginning of the year.
We were supposed to make parts for 90 EUV machines in 2024 these 90 have probably not even gone away.
And for 2025 we were supposed to make 124 EUV machines... but we don't have a forecast for that yet.
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11
•1Semana
@GordenShanway ui ui well, sometimes I really wonder whether the companies are lying in their reports... the reports and prospects are great, but in reality things aren't going well... you see this everywhere nowadays
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1Semana
@Puki I'll be honest, you often can't make heads or tails of what ASML says or does.
That's why I believe that the demand/request will certainly change again this year.
But there are always extreme ups and downs that we go through
That's why I believe that the demand/request will certainly change again this year.
But there are always extreme ups and downs that we go through
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