TSM - ASML benefits from Chinese demand but future remains unclear: Bernstein
2024-03-11 10:36:59 ET
"We wonder whether this will reverse going forward as China may need to pair ASML's tools with others to make the equipment sets complete, or the high share can sustain as China is particularly behind in lithography versus other equipment types and need to source more for ASML," said Bernstein analysts Mark Li and others in a note....
ASML benefits from Chinese demand, but future remains unclear: Bernstein