Analysts/Adithya Metuku

Adithya Metuku

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

Focus Areas3 topics

Demand2Regulation Policy1Innovation & R&D1

Question History2 questions

ASMLASML Holding1 quarter

2025 Q2

I think you said at the beginning of the call that you had order adjustments in the backlog. Can you explain a bit around what proportion of this order adjustment was EUV-related

Regulation PolicyDemandView in transcript →

there's been this thesis going around that within the Logic end market, there won't be a rise in litho intensity now until 2030 when your largest customer is expected to adopt High NA EUV

Innovation & R&DDemandView in transcript →