$ASML disappointing results - Q3 bookings of €2.63B (vs. est. of €5.39B) - '25 sales at €30-35B (vs. est. of €35.94B) What's going on? 1. 'competitive foundry dynamic' aka $INTC cut capex 2. 'Limited capacity additions in s in memory' aka $MU & SK Hynix are convertingShow more