更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 10 September 2025 | 4:39AM BST ASML Holding (ASML.AS): Communacopia + Technology Conference — Key Takeaways Bottom Line: Key takeaways included: 1) Samsung, Intel and EU trade deal news flow since results incrementally positive for ASML in 2026, 2) China demand gradually normalising, with historical regional demand having surprised positively in a number of prior years, 3) Leading-edge Logic demand shows no signs of disruption, with baseline well-defined, 4) DRAM EUV adoption of ...