I’ve talked to a fair share of insiders myself and general consensus is that the hardware basically sells itself, and customers approach the software stack as something they’re unfortunately stuck with.
ASML developed new software products over the years but it didn’t pan out and at this point customers are wary of anything being sold and would rather keep 20 year old inefficient but proven to work systems around. Think racks of control systems next to DUV machines that are officially years EOL but ASML is forced to sell today because it’s all a customer is willing to buy into.
ASML developed new software products over the years but it didn’t pan out and at this point customers are wary of anything being sold and would rather keep 20 year old inefficient but proven to work systems around. Think racks of control systems next to DUV machines that are officially years EOL but ASML is forced to sell today because it’s all a customer is willing to buy into.