alt Hacker Newsthe site threw up a modal, blocked me from scrolling, then locked the browser, so I couldn't read everything, but from what I could see the gist is people are still over-ordering therefore the boom is going strong.
the site threw up a modal, blocked me from scrolling, then locked the browser, so I couldn't read everything, but from what I could see the gist is people are still over-ordering therefore the boom is going strong.
Yes. ASML is filling order book for 2029 and 2030. I am just not sure, with how long-term investment the chip fabs are, would the slowdown in datacenter demand be visible on ASML's side first or last?