Nothing of ASML Story Has Changed Today: ODDO Analyst

The transcript discusses the cautious market outlook and price targets for a business, highlighting supply chain constraints affecting revenue expectations. Despite these challenges, the demand for high-tech tools like EUV remains strong, with major companies like TSMC, Samsung, and Intel showing interest. The company maintains pricing power due to the unique value and productivity of its machines, which are crucial for producing advanced technology products. The discussion emphasizes that the current chip shortage does not significantly impact the company's long-term structural story or pricing strategy.

What is the main reason for the company's cautious outlook?

• A decrease in demand for their products

• A change in long-term structural strategy

• Supply chain constraints

• Increased competition in the market

How does the ongoing chip shortage affect the industry?

• It causes a surplus of chips in the market

• It increases the demand for specific manufacturing tools

• It reduces the need for high-tech tools

• It leads to a decrease in stock prices

What is the company's strategy to handle the supply chain issues?

• Reducing the number of tools produced

• Shifting focus to other markets

• Increasing the price of existing tools

• Fulfilling market promises by managing the supply chain

What determines the pricing power of the company's tools?

• The overall market demand for chips

• The productivity and uniqueness of the tools

• The number of competitors in the market

• The current chip shortage

Why can the company increase the price of their tools with each generation?

• Due to a decrease in production costs

• As a response to the chip shortage

• To match the prices of competitors

• Because they offer unique capabilities that others cannot