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In Q2 2024, there was an interesting uptick in sales of immersion systems by ASML; in the previous year, we would have understood it to be possibly the Chinese rush buying before the more extensive sanctions started. Revenue recognition for immersion systems also got easier in 2023 https://news.alphastreet.com/asml-holding-nv-asml-q2-2023-earnings-call-transcript/. EUV systems sales, on the other hand, had been declining since Q4 2023 despite upcoming 2nm ramps.
