Former manager at ASML Holding NV
- EUV (extreme ultraviolet) and DUV (deep ultraviolet) systems volume outlook and demand drivers for ASML (NASDAQ: ASML)
- High-NA (numerical aperture) to hyper-NA R&D trends
- ASP trends, gross margin drivers and COGS evolution
- Key supply chain bottlenecks and relationships with Trumpf and Zeiss
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