this post was submitted on 17 Apr 2024
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ASML Orders Plunge as Chipmakers Pause High-End Gear Purchases (finance.yahoo.com)
submitted 5 months ago by [email protected] to c/[email protected]
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[โ€“] [email protected] 8 points 5 months ago (1 children)

ASML will be missing out on a lot of Chinese sales, this ought to hurt its R&D budget.

[โ€“] [email protected] 10 points 5 months ago* (last edited 5 months ago)

Hurt its R&D budget right when Chinese competitors are going to emerge from the woodwork to start eating at market share. I'd be curious to know how much of ASML's revenues come from orders of top of the line machines vs parts and services for older machines, or even new production of older machines