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 expected impact of the current chip crunch on the stock market?

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What factors influence the pricing power of the tools discussed?

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