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ASML just gave us a glimpse into how chip export curbs will dent its China sales

• deleted 2y ago
  [deleted]
• sandwichsphinx 2y ago
  > ASML expects net sales for 2025 to come in between 30 billion euros and 35 billion euros ($32.7 billion and $38.1 billion). This is at the lower half of the range ASML had guided previously. > China-based customers had stockpiled DUV machines to get ahead of the U.S. exports — now, demand in the country is expected to dry up significantly I wonder where this demand will be going to instead, SMIC?