SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ASML Holding NV
ASML 387.20+0.5%11:51 AM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: BeenRetired5/30/2020 8:41:26 AM
   of 13839
 
"our technology pipeline of products and capabilities never been better."

"I have a goal inside the company to go 10x faster and better, not 10% better"


No static model, here.
The compound effect with EUV will be very positive for Chip PPA.
Very, very exciting times.

ASML

Stacy Rasgon

Yes, I am going to ask a question from the Pigeonhole. We've got a number of votes wanting to know about the prospect for your customers, Pigeonholes I think. But Ross said from your -- for your customers to potentially try to diversify their equipment supply out of you like some -- is that something that is practical? Like how do you judge that risk?

Gary Dickerson

Well, yes, maybe the other aspect of your previous question was, are suppliers going to emerge in different parts of the world? I would say that is extremely difficult. If you look at -- and you talked about it earlier, the technology roadmaps are very complex. They're very difficult. And it's all about competing on power, performance, area and cost. And so our customers are driving those roadmaps. It's life and death for them relative to how fast they drive those roadmaps, how fast they drive the innovation and Applied has never been in a better position than today, enabling power, performance, area and cost. We have tremendous deep engagements with our customers. We are absolutely essential relative to those foundational structures, materials, all of those drivers for future innovation. And I would also say our technology pipeline of products and capabilities has also never been better. And you'll see more of that as we go forward over the next months. But very, very, very strong position. And I would also say you have to look forward, not back. You can't scale the infrastructures effectively today for this future data economy. You're going to have to drive tremendous innovation.

So I think just scaling what exists today is not a winning strategy. We have to innovate. And also for Applied I would say we're driving our innovation faster today than we ever have. I have a goal inside the company to go 10x faster and better, not 10% better. So, again, I believe that we've never been in a better position relative to the whole ecosystem within Applied Materials.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext