ASML Holding NV (NAS:ASML)
$ 928.285 14.745 (1.61%) Market Cap: 366.29 Bil Enterprise Value: 366.13 Bil PE Ratio: 47.54 PB Ratio: 24.64 GF Score: 96/100

ASML Holding NV at Morgan Stanley TMT Conference Transcript

Nov 14, 2019 / 08:45AM GMT
Release Date Price: $269.73 (-0.07%)
Dominik P. Olszewski
Morgan Stanley, Research Division - Research Analyst

Okay. I think maybe just in interest of time, we can make a start. So hello, everyone. I'm Dominik Olszewski. I cover European semiconductors at Morgan Stanley. It's my great pleasure to welcome today, Peter Wennink, CEO at ASML.

As usual, we'll have a microphone roving around the room since you have questions later on, but let's proceed with a few prepared ones.

Questions & Answers

Dominik P. Olszewski
Morgan Stanley, Research Division - Research Analyst

So maybe as a starting point, could you provide an overview of kind of recent trends you're seeing from a customer side on demand through the end of 2019 into 2020, perhaps splitting that demand by Logic and Memory markets?

Peter T. F. M. Wennink
ASML Holding N.V. - President, CEO & Chairman of the Management Board

Yes. Well, it may not be a surprise if people that follow ASML that the Logic market could start off with that. It's very strong. Our Logic customers see

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot