In the last quarter, ASML communicated that it has secured the mid-point of its CY25 guidance (€30-€35B) and implied upside for CY25 and growth for CY26. EUV is fully booked for CY25 but not DUV. While import tariffs likely test the guidance, ASML's EUV lead times could help.
Source: Sravan Kundojjala
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