ASML- Longer Deeper Downcycle finally hits lithography – Flat 2024 – Weak Memory – Bottom?

ASML- Longer Deeper Downcycle finally hits lithography – Flat 2024 – Weak Memory – Bottom?
by Robert Maire on 10-20-2023 at 8:00 am

ASML Monopoly
  • ASML reports in-line QTR but future looks flat for 2024
  • Downcycle finally hits litho leader- ASML monopoly solid as ever
  • Memory remains bleak – New China sanctions unclear
  • Recovery timing is unclear but planning for an up 2025
In Line Quarter and year as expected

Overall revenues came in at Euro6.7B with EPS at Euro4.81, more… Read More