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August 2026
53 ํ๋ก์ ์ค 270 ํฌ
$ASML just posted 57.5% gross margin and inquiries now stretch into 2029โ2030 ๐
Revenue hit โฌ11.66bn (+55% YoY), but 2027โ2028 output can't cover all the demand. Capacity is the real constraint now.
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