ASML's quarterly earnings report revealed a significant drop in new orders, from over 5.5 billion euros to only 2.6 billion in Q3. This has raised questions about future revenue and whether the company can sustain its growth trajectory amid increasing sales restrictions, particularly with respect to China.
Despite the disappointing orders, ASML's overall sales increased from 6.2 billion to 7.4 billion euros this quarter. The increase in sold EUV machines, from 89 to 106, suggests ongoing demand, but the order backlog tension poses a looming concern for future sales.
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