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Open original source ↗A year ago, I predicted that ASML's EUV orders/shipments in 2024 would be lower than expected. One of the main reasons for ASML's lower-than-expected orders is the limited increase in orders from the memory industry. Although AI server demand is very strong, the production bottleneck for HBM is TSV. Memory makers don't need to buy EUV equipment without an improvement in the overall demand for consumer electronics. This trend is similar to what Largan mentioned in the Q3 earnings call yesterday about declining demand after November.
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ASML likely to cut EUV equipment shipment forecasts significantly for 2024 by about 20–30% / ASML可能顯著下修2024年EUV設備出貨預估約20–30% https://t.co/NmHzx7K7x5
mingchikuo ↗