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ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave

Amanda Liang, analysis; Willis Ke, DIGITIMES Asia 0

Credit: AFP

When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to answer, as memory vendors are signaling a bullish outlook with a significant...

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