There's no ASML company forum yet, so I'd thought I might post over here.
www.techniekinbrabant.nl
In summary, there are 3 issues;
1) Export-issues: Couldn't ship systems to Wuhan, also limitations exporting to some other areas.
2) Supply-chain issues: There was a delay in the NXE:3400C supply chain
3) Early FAT's: Customers wanted to have their EUV-machines shipped earlier than ASAP, which meant before FAT. But they will only pay after succesfull FAT.
Now, I can see 3) becoming a bit of a problem; since it will be hard to send out ASML employees to customer countries to oversee FAT / SAT.
What's interesting is, they didn't mention sick-leaves. Typically, large companies in the area easily had ~25% sick leave / "self isolation" / quarantaine the last few weeks.
As far as I'm aware, "between some and most" factories are still running in the area; the area doesn't have a "full lockdown" for non-essential factories, yet.
ASML verwacht omzetdaling van 25 procent in eerste kwartaal
ASML-topman Peter Wennink ziet drie effecten die een impact hebben op de activiteiten van ASML. ‘Ten eerste hebben we wat vertraging opgelopen bij duv-zendingen naar Wuhan, en ook naar andere klanten vanwege verzend- en reisbeperkingen met betrekking tot Covid-19. Ten tweede hebben we problemen...
www.techniekinbrabant.nl
In summary, there are 3 issues;
1) Export-issues: Couldn't ship systems to Wuhan, also limitations exporting to some other areas.
2) Supply-chain issues: There was a delay in the NXE:3400C supply chain
3) Early FAT's: Customers wanted to have their EUV-machines shipped earlier than ASAP, which meant before FAT. But they will only pay after succesfull FAT.
Now, I can see 3) becoming a bit of a problem; since it will be hard to send out ASML employees to customer countries to oversee FAT / SAT.
What's interesting is, they didn't mention sick-leaves. Typically, large companies in the area easily had ~25% sick leave / "self isolation" / quarantaine the last few weeks.
As far as I'm aware, "between some and most" factories are still running in the area; the area doesn't have a "full lockdown" for non-essential factories, yet.