Bank of America flags ASML customer commitments over equipment orders
Bank of America says a more important signal for ASML Holdings is customer commitments than a burst of equipment orders, pointing to convergence toward the same High-NA lithography roadmap across TSM, Intel and Samsung.
Bank of America said customer commitments at ASML Holdings matter more than a burst of equipment orders. The bank pointed to Taiwan Semiconductor Manufacturing, Intel and Samsung Electronics as moving toward the same High-NA lithography roadmap, which it said reduces uncertainty.