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    Adithya Metuku • HSBC

    Adithya Metuku's questions to ASML Holding NV (ASML) leadership

    Adithya Metuku's questions to ASML Holding NV (ASML) leadership • Q2 2025

    Question

    Adithya Metuku from HSBC asked for details on the €1.4 billion backlog adjustment, its composition, and questioned a thesis that logic litho intensity will not rise until 2030.

    Answer

    CFO Roger Dassen clarified the €1.4 billion adjustment was a de-booking of primarily DUV tools related to Chinese customers responding to last year's export restrictions. CEO Christophe Fouquet countered the litho intensity thesis, stating that while the 2nm node is a pause, subsequent nodes post-GAA adoption will resume the trend of increasing EUV layers to drive density, well before 2030.

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    Adithya Metuku's questions to Infineon Technologies AG (IFNNY) leadership

    Adithya Metuku's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025

    Question

    Adithya Metuku asked about the end markets driving underlying strength in the guidance, the company's ability to ramp production quickly, and customer interest in SiC for fast charging.

    Answer

    CFO Sven Schneider clarified there wasn't an 'upgrade' but a confirmation of the original forecast for a modest H2 recovery, which would have been met without new tariff/currency headwinds. CEO Jochen Hanebeck explained that if a ramp-up is needed, they have flexible tools like overtime and short-time work schemes. Regarding SiC, he noted its value proposition in EVs is already strong and being adopted globally, independent of any single new development.

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    Adithya Metuku's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025

    Question

    Adithya Metuku asked which end markets were driving the underlying guidance upgrade, how quickly production could be ramped up if tariff impacts are less severe, and if there's increased interest in SiC for fast charging.

    Answer

    CFO Sven Schneider clarified that the underlying performance is a confirmation of their previous guidance, not an upgrade, reflecting the expected modest recovery. CEO Jochen Hanebeck explained they have flexible measures like managing overtime and potentially using Germany's short-time work scheme to ramp production up or down. He also noted that the value of SiC for EVs is already fully intact and being adopted globally, independent of recent announcements.

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