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2025-02-25 阿斯麦分析（六）--阿斯麦的估值
2025-02-20 阿斯麦分析（五）--阿斯麦商业模式分析
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Quarterly Earnings

Investor Day 2024

Q1 2025

The potential direct impacts result from tariffs related to a number of areas including;

New system sales and upgrades to our US customers,
The import of materials for our US manufacturing facilities,
The import of parts and tools for our US field operations,
As well as imports of parts from the US into other countries, to the extent tariffs apply to those parts.

And of course you have the indirect effect and this is what Christophe also talked about. To what extent will it have an impact on global GDP. To what extent will it have an impact on total market demand. I think it's way too early to discuss that and therefore it's quite impossible actually to put a number on that.
Presentation Investor Relations(PDF)
Investor call prepared remarks(PDF)

As we have described before, there are 3 Phases of technology insertion our customers will follow with High NA.
We are currently in Phase 1 where our customers take a system into to their R&D facilities and work with us to understand the value and capability of High NA for their next nodes.
In Phase 2, which we expect to take place in 2026-2027 customers will start running the systems on 1-2 layers to test its readiness for volume manufacturing.
And Phase 3 when customers design in High NA on their most critical layers in their most advanced nodes and run in volume manufacturing.