ASML Holding NV at Goldman Sachs Global Semiconductor Conference Transcript

May 31, 2023 / 07:20PM GMT
Alexander Duval - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Great. Well, hi, everyone. I'm Alex Duval, I head up the Europe semis coverage for Goldman in London. Delighted to be here with Pete Convertito, VP of IR, ASML. Thanks so much all for joining. We'll have some time at the end for Q&A, but I think we'll get straight into questions from me. And once again, thanks a lot, Pete, for joining.

Peter Convertito - ASML Holding N.V. - Director IR- North America

Great to be here.

Questions and Answers:

Alexander Duval - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Great. So perhaps, we could just start off with a quick recap of how you see the broad high-level trends. Perhaps, you could help us understand a bit the high-level supply and demand dynamics, and then we'll get into more specifics.

Peter Convertito - ASML Holding N.V. - Director IR- North America

Sure. So we had our Q1 results, and we talked about we're seeing the same
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