ASML Holding NV at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 13, 2022 / 11:30PM GMT
Alexander Duval - Goldman Sachs Group, Inc., Research Division - Equity Analyst

All right. Great. Well, hi, everyone. I'm Alex Duval, I head up the Europe tech hardware team Global Investment Research for Goldman in London. Delighted to be here with Skip Miller, who is Head of Investor Relations worldwide at ASML. So maybe we can kick off just in terms of the outlook for the remainder of the year. If you could give us a bit of color in terms of the various end markets. That would be a great way to kick off in terms of your expectations for the balance of the year.

Skip Miller - ASML Holding N.V. - VP of IR

All right. Thanks, Alex. Yes. So what we basically said in July still remains our view today and maybe talk a bit about what we said at the start of the year, and what we said in July, we had (inaudible) end market perspective. We said that we would see the memory market grow around 25%, logic around 20, installed base around 10, and the full year, we talked to little over 20%. And that was with EUR 1 billion of delayed revenue due to fast shipments that would

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