ASML Won’t Be an AI Bottleneck, Says Berenberg's Qiu

It's kind of this contradiction, right. The headline is like really positive. Raising that guidance, raising the outlook, the demand is clearly dire.The stock falls. And so like it seems like the expectations were high. People are already looking much further ahead in terms of that demand picture.What was your read on it. So so that's a very good point. So basically, I would say don't forget that to start with, ASIMO is already up nearly 40% year to date and some equipment segment has been one of the strong ...