ASML – 2022 Outlook & Growth Trends

  • Public Equity
  • TMT
  • Europe


Former senior executive at Tokyo Electron US Holdings.


  • ASML’s (AMS: ASML) order volume outlook logic vs DRAM
  • Capacity utilisation and expansion trends
  • EUV (extreme ultraviolet) and high-NA (numerical aperture) pricing outlook
  • Russia-Ukraine conflict's impact on neon supply and the semiconductor shortage
  • Margin and growth outlook vs key players including Tokyo Electron (TYO: 8035), Applied Materials (NASDAQ: AMAT) and Lam Research (NASDAQ: LRCX)


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