ASML Holding NV (MIL:1ASML)

€ 850.6 9 (1.07%) Market Cap: 335.80 Bil Enterprise Value: 335.00 Bil PE Ratio: 47.15 PB Ratio: 24.34 GF Score: 95/100

ASML Holding NV at Credit Suisse Technology Conference (Virtual) Transcript

Dec 02, 2020 / 01:50PM GMT

Release Date Price: €368.7 (-0.83%)

Transcript

Achal Sultania;dit Suisse AG

CrÃ;Research Division - Director

© -

Hi. Good morning. Good afternoon. Thanks for joining this second session on Day 3 of our U.S. TMT Conference. It's my pleasure to host Peter Wennink, CEO of ASML Holdings. With Peter, we also have Skip Miller, who heads the Investor Relations department at ASML. Thanks a lot for your time this morning, this afternoon.

Questions & Answers

Achal Sultania;dit Suisse AG

CrÃ;Research Division - Director

© -

Peter, maybe if I start with a very high-level question, I guess, if we were to go back about 6 months, there were a lot of concerns, questions about a pace of adoption of EUV at a leading edge. One of your large customers and customer, Huawei, had some serious restrictions from the U.S. government.

Now it seems like we fast forward 6 months, and most of that void has already been picked up by other customers. So how should we think about what does that mean for demand, and also the pace of EUV adoption at your foundry customers?

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