Financial GuidanceASML reported weak bookings of just EUR 2.6B, down from 5.6B previously, resulting in a backlog decrease to EUR 36B from 39B.
Geopolitical RisksA sharp decline in China revenues is expected, with ASML anticipating China to decline to 20% of sales next year, implying a 48% revenue decline year over year.
Market DynamicsIntel's weak spending and Samsung's uncertainty in foundry add to the challenging market dynamics.