Once again, ASML’s CMD figures were jaw-dropping with regard to the previous guidance. New tech drivers have emerged, mainly in mature technologies, and ASML is the pillar on which these new technologies rely. Despite the impending threat from the US restrictions on immersion DUV sales in China, the midterm guidance should not be affected. We are as bullish as we have ever been.
14 Nov 2022
Positively exposed to all tech black swans
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Positively exposed to all tech black swans
Once again, ASML’s CMD figures were jaw-dropping with regard to the previous guidance. New tech drivers have emerged, mainly in mature technologies, and ASML is the pillar on which these new technologies rely. Despite the impending threat from the US restrictions on immersion DUV sales in China, the midterm guidance should not be affected. We are as bullish as we have ever been.