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I was a bit surprised to hear or read that you would see the removal of the export ban on AI chips to China as a positive. Maybe can you elaborate a little bit on that?
How much of that do you think is potentially related to pulling ahead of further restrictions on certain of your Foundry, Logic or Memory customers into next year?
if you look at the blended ASPs of your Low NA EUV, I think it came in at about EUR230 million. If I do the math correctly, also on your gross margin, it looks like your EUV gross margins were at a...
from the previous guide of the low 20% of group revenues, you think China is going to be a bit above 25%. So can you talk about what's changed there?
On High NA, just maybe give us a little bit of insight into that third shipment. Is that for a North American customer or is that also for maybe a Taiwanese or Korean customer?
Can you maybe just help us understand how much of the DUV orders was related to the EUV capacity build for the noncritical layers is in non-China or any color you can give us?