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 Deutsche Bank Virtual Technology Conference Transcript

Sep 15, 2020 / 01:00PM GMT
Release Date Price: €312.4 (+0.69%)
Robert Duncan Cobban Sanders
Deutsche Bank AG, Research Division - Director

Good morning. Hi. I'm Rob Sanders, the tech hardware analyst here in London at Deutsche Bank. I'm delighted this morning to welcome Skip Miller, Head of Investor Relations at ASML.

The format today will be question and answer. If you do have questions, please do submit them via the web, and we'll try and go along. But first, welcome, Skip, this morning.

Skip Miller
ASML Holding N.V. - VP of IR

Thanks, Rob.

Questions & Answers

Robert Duncan Cobban Sanders
Deutsche Bank AG, Research Division - Director

Maybe we'll just start with the topic of the moment, which is [challenge] as a sort of easy kickoff. Obviously, I know you can't comment specifically about SMIC, but clients are obviously interested to know your level of exposure to SMIC and to the broader domestic Chinese semiconductor industry.

So is there anything you can say in terms of your exposure? I know, clearly, there is that classic response, which is

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