the site threw up a modal, blocked me from scrolling, then locked the browser, so I couldn't read everything, but from what I could see the gist is people are still over-ordering therefore the boom is going strong.

▲

Good4boothee 4 hours ago | parent [-]

Yes. ASML is filling order book for 2029 and 2030. I am just not sure, with how long-term investment the chip fabs are, would the slowdown in datacenter demand be visible on ASML's side first or last?

▲

zardo 3 hours ago | parent [-]

There's no downside to ordering a machine in 2030 an cancelling it later if it turns out you don't want it.

The further out an order backlog is, the more orders get put in to hold a spot in line.

▲

jeroenhd 2 hours ago | parent [-]

There's a cost to breaking contracts like these. You can't change your mind two years down the line without paying a fine. ASML isn't stupid.

That said, computers are here to stay. Even if FABs can't sell chips at ridiculous prices, there will be a return on investment on these machines, even if it's not as high as originally hoped.

	▲	zardo 26 minutes ago \| parent [-]
		> There's a cost to breaking contracts like these. There will be at some point, but probably not until the quarter they start building your machine.