@ehrmantrautcap_ · Long ASML

$ASML is hiking prices of DUV/EUV replacement parts for Samsung and SK hynix by 10%. We can expect them to raise prices of newly ordered EUV equipment as well. Will this trend continue in the coming years? Probably. The lead times on $ASML machines are getting longer, $INTC,

Read asLong ASML

Since the call—

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High · 0.99Confidence

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Mon, Oct 12 closeCounted from

11% of the basket · day 4fades out by Nov 22

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