It is reported that the order of ASML has been cut by more than 40% of the orders of TSMC, a major customer.

[news that ASML was cut by major customer TSMC by more than 40%] according to Science and Technology Innovation Board Daily on the 17th, according to the equipment industry, many of the top 10 equipment manufacturers have become conservative about their operating prospects for 2024, and have now carried out personnel, marketing and other cost-saving plans in advance to survive the cold winter. It is worth noting that recently, ASML customers such as storage and wafer foundry have slashed capital expenditure and reduced orders, while major customer TSMC has also cut more than 40% of EUV equipment orders and delayed delivery time, which will significantly put pressure on its annual results in 2024. (Taiwan Electronic Times)