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by u1hcw9nx·19d ago·view on hn ↗
>Despite the market reaction, analysts say the news is unlikely to impact ASML's earnings trajectory in the mid-term. "Producing a handful of immersion DUV tools is not the same as producing tools that can be used for high-volume manufacturing, where yield, overlay, throughput and reliability over thousands of wafer runs are what matter," JP Morgan Chase analysts wrote in a note on Tuesday.