ASML Changes AI Narrative As DeepSeek Scrutiny Grows

The transcript discusses ASML's significant sales growth driven by AI, highlighting their dominance in the semiconductor market with key customers like Intel, Samsung, and TSMC. It also addresses potential challenges, including export restrictions and CapEx spending. Additionally, it covers data security concerns involving OpenAI and Microsoft, focusing on allegations of data leaks linked to the Chinese AI startup Deep Seek.

What role does AI play in the semiconductor market according to the CEO of ASML?

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How much was ASML's order backlog expected to be for the rest of 2025?

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What factors are contributing to the demand for ASML's lithography machines?

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What is the expected trend for sales into the Chinese market according to ASML's CEO?

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What are the implications of the investigation involving Microsoft and Open AI?

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