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So is it truly neutral for ASML, the multi-patterning Low NA versus single High NA?
So I was just wondering if you had any change in EUV underlying, although still strong, but is there any change? Why is it coming a bit lower than maybe people expected?
Can you help us on the timing? You mentioned DRAM specifically that you see more adoption on single expose? I mean what timing should we look at this opportunity?
I was wondering, if you would consider some flexibility around the pricing of High NA to facilitate adoption
do you think it's, AI is big enough to offset some downside in the -- if we see downside on the iPhone
How do you think about the capacity of 2-nano given it's going to be potentially a very significant node?
do you see as well China still strong year-on-year in Q2 and for the remainder of the year?
should we impact the pricing move for the rest of the year as an upside potential if it's getting tighter?
Should I read this comment as today, with your visibility, you are comfortable with seasonality, assuming there is no stockpiling and demand is stabilizing
how should we think about the gross margin direction after this Q4? Are you going to decrease the loading at the expense of gross margin
What are you waiting for exactly to increase? I mean what are the signs that you would make you -- make the decisions
how should we think about your own inventories in Q3 and Q4? Do you want to work it down more aggressively
how should we think about the gross margin here? Because it seems tricky to get a big improvement of gross margin with inventories having to come down
if you were seeing some pull-in at some point, would you allow your customer to increase their inventories or would you control it the way you did during COVID