ASML Holding NV (XAMS:ASML)

€ 664.1 5.7 (0.87%) Market Cap: 261.12 Bil Enterprise Value: 260.83 Bil PE Ratio: 37.41 PB Ratio: 16.03 GF Score: 97/100

ASML Holding NV at Bank of America Merrill Lynch Global Technology Conference Transcript

Jun 03, 2020 / 03:30PM GMT

Release Date Price: €308.05 (+3.83%)

Transcript

Adithya Satyanarayana Metuku

BofA Merrill Lynch, Research Division - Associate

Hello, everyone. This is Adi Metuku, European semiconductors analyst at Bank of America. I'm pleased to have Skip Miller, Head of Investor Relations, with us today.

(Operator Instructions)

So without further ado, let's begin. Welcome, Skip.

Questions & Answers

Adithya Satyanarayana Metuku

BofA Merrill Lynch, Research Division - Associate

And so initially, let's focus on the near-term and COVID-19 questions. So starting off. You -- when you provided guidance, you said that revenues could be up around 50% on a sequential basis in the second quarter but refrained from providing formal guidance given lack of visibility. Can you talk a bit about how demand has trended since you provided guidance, maybe split by Memory and Logic? And are there any logistics or supply chain issues that have affected your ability to deliver tools recently?

Skip Miller

ASML Holding N.V. - VP of IR

Yes. All right, thank you, Adi.

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