this post was submitted on 17 Apr 2024
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ASML will be missing out on a lot of Chinese sales, this ought to hurt its R&D budget.
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