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

2 pointsby donsupreme7 months ago

1 comment

sandwichsphinx7 months ago
&gt; 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.<p>&gt; 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<p>I wonder where this demand will be going to instead, SMIC?