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Analyst
Tammy Qiu
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 29%2 of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
ASMLASML Holding7 questions · 4 reporting periods · 2 of 7 challenging
Calendar 2026 Q2
Do you think coming into 2027 and 2028, you'll be able to outgrow or grow more than WFE
Show response
Roger declined to comment on WFE, pointing to ASML's own 30% capacity plans and rising litho intensity as the relevant demand signals.
Calendar 2025 Q2
is it right to say going forward, you need customers to expand capacity aggressively for you to sell more tools to your customers
Show response
Christophe said ASML monitors total wafer output needs, not unit counts, higher productivity means fewer tools deliver the same capacity but at higher ASP and better gross margin. He cited the shift from NXE:3400B to today's tools (roughly 2x productivity) as illustration.
is it right to say potentially is the delay of decision instead of a change of decision?
Show response
Christophe characterized it as interrogation of prior decisions rather than a hard delay or a hard change, customers are re-examining plans in light of the uncertainty.
Calendar 2025 Q1
Can you share if your percentage of China revenue from the Big 4 chipmakers have been decreasing over time or not really changed?
Show response
Roger said the China customer list has broadened and the Big 4 share has decreased over time, but the large domestic players still account for a significant portion of shipments.
assuming you can only ship 1950 or below, can China still make 28-nanometer from a technical perspective using multi-patterning based on 1950 or 1940?
Show response
Christophe confirmed 28nm can be produced with NXT:1950/1940, and even smaller nodes can run on those tools, based on the historical path that other customers took in earlier years.
Calendar 2024 Q4
Do you actually see your customer pulling in their order as a result? Do you see China order decline quicker in the coming months because of everything has been pulled in?
Show response
Roger reiterated that the China backlog built up during the low-fill-rate years has now been largely digested and that 2025 China is still expected to land at a low-20% share of total sales, no change from the Q3 framing.
can you comment if there is any potential for them to use it quicker because that helps them saving the cost of manufacturing
Show response
Christophe laid out the standard gating criteria, performance, then platform maturity via 5000-series early tools, then 5200 ramp, and said the HVM insertion conversation typically spans a 12–18 month window.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ASML ASML Holding | 7 | 29%2 of 7 questions |
- ASMLASML Holding · 7 questions29%2 of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Regulation Policy3
- Competitive Dynamics1
- Revenue Growth1
- Guidance Reliability1
- Product Launch1
- Innovation & R&D1