ASML Holding NV (XAMS:ASML)

€ 658.4 15.5 (2.41%) Market Cap: 258.88 Bil Enterprise Value: 258.59 Bil PE Ratio: 37.41 PB Ratio: 16.03 GF Score: 97/100

ASML Holding NV at Goldman Sachs Technology & Internet Conference Transcript

Feb 13, 2019 / 12:00AM GMT

Release Date Price: €161.32 (+0.46%)

Transcript

Alexander Duval

Goldman Sachs Group Inc., Research Division - Equity Analyst

Great. Well, welcome everyone. I'm Alex Duval, tech analyst for Europe. I'm delighted to be here with ASML with Skip Miller, Head of IR. Thanks all for joining.

We're going to start with some questions from me and then I'm going to hand it over to Q&A from the audience.

Questions & Answers

Alexander Duval

Goldman Sachs Group Inc., Research Division - Equity Analyst

So maybe we can start off a bit on the end market outlook, in particular, you gave pretty bullish Logic guidance for this year, 50% growth, contrasting with the decline in memory in 2019. So maybe we can kick off with what underpins that positive outlook for Logic this year, what's driving that and then we can go into memory.

Skip Miller

ASML Holding N.V. - VP of IR

All right. Thanks, Alex. So yes, Logic, I think if you look at last year as you got towards -- moved towards the back of the year with some -- we saw some of the softening in the Logic

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