ASML Holding NV (BKK:ASML01)
฿ 20 -0.2 (-0.99%) Market Cap: 7.94 Bil Enterprise Value: -2.59 Bil PE Ratio: 37.71 PB Ratio: 16.16 GF Score: 74/100

ASML Holding NV at Morgan Stanley TMT Conference Transcript

Nov 14, 2019 / 08:45AM GMT
Dominik P. Olszewski
Morgan Stanley, Research Division - Research Analyst

Okay. I think maybe just in interest of time, we can make a start. So hello, everyone. I'm Dominik Olszewski. I cover European semiconductors at Morgan Stanley. It's my great pleasure to welcome today, Peter Wennink, CEO at ASML.

As usual, we'll have a microphone roving around the room since you have questions later on, but let's proceed with a few prepared ones.

Questions & Answers

Dominik P. Olszewski
Morgan Stanley, Research Division - Research Analyst

So maybe as a starting point, could you provide an overview of kind of recent trends you're seeing from a customer side on demand through the end of 2019 into 2020, perhaps splitting that demand by Logic and Memory markets?

Peter T. F. M. Wennink
ASML Holding N.V. - President, CEO & Chairman of the Management Board

Yes. Well, it may not be a surprise if people that follow ASML that the Logic market could start off with that. It's very strong. Our Logic customers see

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