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Dr. Katharina Vogt
Former CFO, European Industrials
Siemens · ThyssenKrupp96% match
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ASML Holding
ASML · Euronext Amsterdam
High-NA adoption is running ahead of consensus. Happy to compare notes on 2027 EUV shipment assumptions.
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Dr. Katharina Vogt
Former CFO, European Industrials
Siemens · ThyssenKrupp96% match
Expert: Margin pressure is easing in Q3 as input costs roll off.
[12:04] Lead times have normalized to 8–10 weeks.
[18:31] Strategics remain selective on M&A.
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ASML Holding
ASML · Euronext Amsterdam
High-NA adoption is running ahead of consensus. Happy to compare notes on 2027 EUV shipment assumptions.
ASML Holding
ASML · Euronext Amsterdam
China export limits cap the 2026 order book. Looking for a bull to debate.
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