Peter Wennink: That’s a very good question. That’s something that we need to consider very carefully. We have said our capacity buildout will be 90 EUV low-NA systems, 20 High-NA whereby internally, we are looking at that number as a kind of a base number where we’re investigating whether that number should be higher. The question is where that 90 is going to be enough. Now we have to realize we are selling wafer capacity which is not only a function of the number of units but also a function of the productivity of those tools. Now we have a pretty aggressive road map for the productivity in terms of wafers per hour. So it’s a complex question that you’re asking. But actually, we need to look at this especially against the math that we’re seeing for little requirements in the area of AI, whether it’s HBM or whether it is logic, whether the number of units and the road map on productivity which gives wafers because the combination is wafer capacity, whether that is sufficient.
That is a constant thing we have to look at and that’s going to be something that I think is going to be very central when we do our Capital Markets Day by the end of the year. I think we’re going to give you — it also gives us a bit of time to actually engage with our customers to really understand those requirements and translate that into units and productivity. So good question, Didier. But I have to refer to the Capital Markets Day by the end of the year where we’re going to be a bit more detail but this is exactly what we are now looking at.
Roger Dassen: Because Didier, it’s also pretty clear that this is not a ’24, ’25 or ’26 question, right? This is longer term. And in that context, we — absolutely, to Peter’s point, we need to look about the ramifications of AIR but they really are long-term and therefore, will be addressed in our 2030 scenarios at the end.
Didier Scemama: Super. Maybe my follow-up is a follow-up to I’m going to be — so on the high NA system bookings that you had this quarter, can you say whether you had more than 1 customer placing orders or not?
Peter Wennink: We could just say that all our customers have placed the orders.
Roger Dassen: But not in the quarter to be…
Peter Wennink: That would be…
Didier Scemama: All of them have placed orders in the double digits is you talked about I just wonder whether — because you made the point, Peter, that now you know from your customers test that High-NA is more economical than Low-NA and there were some bloggers out there, people, who talk a lot who said that High-NA is not economical. And so I just wonder whether you could break that bear case once and for all.
Roger Dassen: Yes. Didier, I made it very clear earlier on the call why it is that we are not being very detailed on our comments on High-NA. And I think for that precise reason, we’re not going to give the color and context that you’re looking for.
Peter Wennink: It’s — Didier, it is only a few tools. And as a customer, you know whether you did place your order or you didn’t. So they actually make that very simple game and then we get all these questions — and our sales force is already under pressure and we don’t want to put more pressure on these guys than necessary.
Roger Dassen: But you’ve got an A for effort, Didier, for sure.
Didier Scemama: And Peter, I hope — do we hear you on the next earnings call? Or is that your last earnings call?
Peter Wennink: Well, no, I think I will definitely be there whether I will talk a lot. I don’t know but you will hear me.
Roger Dassen: I think he will, Didier.
Peter Wennink: Laughing at some answers but that’s no that’s now — it’s going to be for you. Yes. I just got to be something. Yes. No, I will definitely be there. Also — but I think Christophe and Roger and myself will definitely do that. But I’m pretty sure that you want to hear Christoph also giving his view on what lies ahead.
Operator: And the next question comes from the line of Andrew Gardner from Citi.
Andrew Gardiner: You’ve spoken a lot about the 2025 outlook around the state of the cycle and process node development. And we haven’t spoken as much today on the sort of all of the new fabs that are being built around the world. So an unprecedented level of activity. And there has been sort of various press at different points over the last how many quarters about sort of delays and pushouts and some challenges, be it in terms of labor force or Chips Act money, that kind of thing. I’m just wondering if you can give us an update in terms of your from your point of view in speaking with the customers. Have things been moving around at all in terms of the key customers and their plans for these new fabs and the tooling stores? Or is it pretty rock solid from your point of view and therefore and evident perhaps in that €9 billion number?
