ASML Holding NV at Barclays Global Technology, Media and Telecommunications Conference Transcript
Okay. Good morning, everybody. Thank you for joining us on this first morning of the Barclays Global TMT Conference. My name is Andrew Gardiner. It's my pleasure to cover the European tech hardware space for Barclays. And this morning, we have Skip Miller, Vice President of Investor Relations from ASML. And we'll dive straight into a little bit of Q&A. So Skip, thank you for joining us.
Thank you, Andrew.
Questions & Answers
First of all, if we can start on sort of the nearer-term trends within the industry, what you guys are seeing in terms of the cycle? Clearly been a much better year for Logic investment than it has on the memory side. But can you just give us a recent update in terms of how things are shaping up through the fourth quarter and initial visibility into next year?
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