alt Hacker NewsYes. 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?
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?
There's no downside to ordering a machine in 2030 an cancelling it later if it turns out you don't want it.
The further out an order backlog is, the more orders get put in to hold a spot in line.