ASML _我们人工智能与半导体研讨会的关键要点-ASML Holding (ASML.AS)_ Key takeaways from our AI & Semis Symposium
2025-08-05 03:16
ASML Holding (ASML.AS): Key takeaways from our AI & Semis Symposium 1 August 2025 | 6:16AM BST We hosted Jim Kavanagh, VP Investor Relation at ASML, as part of our AI & Semis Symposium on July 31st. Key takeaways include: 1) We continue to see strong EUV demand from AI-Logic applications, with scope for an acceleration in Memory adoption to fulfil higher performance requirements of AI demand, 2) While outlook for 2026 remains uncertain, we see an undemanding cadence of orders required to achieve next year's ...