this post was submitted on 17 Apr 2024
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ASML Orders Plunge as Chipmakers Pause High-End Gear Purchases (finance.yahoo.com)
submitted 1 year ago by yogthos@lemmygrad.ml to c/technology@lemmygrad.ml
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[โ€“] PanArab@lemmygrad.ml 8 points 1 year ago (1 children)

ASML will be missing out on a lot of Chinese sales, this ought to hurt its R&D budget.

[โ€“] Tankiedesantski@hexbear.net 10 points 1 year ago* (last edited 1 year ago)

Hurt its R&D budget right when Chinese competitors are going to emerge from the woodwork to start eating at market share. I'd be curious to know how much of ASML's revenues come from orders of top of the line machines vs parts and services for older machines, or even new production of older machines