ASML – Lithography Market Outlook & High-NA Technology Limits

  • Public Equity
  • TMT
  • Europe


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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