Peter Wennink: Yes. Yes. I think let me be very clear. I mean we are capacity constrained. So if a customer says, “Sorry, we want to reallocate, I want to push it back to 2024,” then that slot will be taken by a customer that raises their hand and says, “Ship it to me.” And that’s what we will do. So that slot will be taken. And that means that the slot that the customer says, well, I have an order for — okay, please pull it — push it back. We just need to negotiate when that pushback is because that pushback could fall into a period which is already fully booked. So this is then fine, if you don’t want to do it then. It actually means that it’s a kind of a negotiation when it’s the first open spot in 2024. That’s how it works. So yes, we are just filling it up, and that means customers need to accept the fact that, that tool will not stay here in our premises, in inventory or in work in process until they can ship it. No, it will go.
Francois-Xavier Bouvignies: Okay. That’s very clear. And my quick follow-up is on memory China since we had the restriction on memory China not impacting a lithography based on your previous comments. I mean do you see any pullback or spend pullback on the memory China? Or you still see strong demand on that front?
Peter Wennink: Yes. I think it’s not only applicable to China, what I’m going to say. I mean it’s applicable to all our Chinese customers and, as a matter of fact, non-Chinese customers also. You need to realize that — and you actually know that, Francois, I mean, planning and building and executing a new fab is a matter of years. So that means that anything that we shipped this year has been planned in 2021, 2020. So these plans are there, and we just execute on those plans. Now having said that, it’s also clear that we have a demand — we have a capacity shortage. So we have an over-demand that indeed, when we reallocate, which is true for Chinese and non-Chinese customers, where we have a bit more space to reallocate, then we will reallocate because the demand has been higher than our capacity.
So yes, that’s true for Chinese and non-Chinese customers. We treat all the customers the same in that way. So I think we haven’t seen any acceleration with just the execution of the plans because those plans are planned for years. You cannot just think of as semi fab and it exists in 6 months’ time. So this is why it’s just planned. But yes, you will probably see open spots, if you could call it this way or pushbacks of it. There are many customers that raise their hands, it’s not only China, not only China, it’s across the globe.
Roger Dassen: And the demand from China remains very strong, right? So we reported last time on this call that the percentage of China in the backlog was around 18%, and that’s remained throughout the quarter. As a matter of fact, it’s even gone up a little bit. So the demand from China still remains quite strong.
Operator: And our next question comes from the line of Krish Sankar at Cowen and Co.
Krish Sankar: I have two of them. First one, Roger or Peter, just a clarification. On your backlog, can you give us some color if you did not — if you did, I forgot, I missed it, between EUV and deep UV, Memory and logic foundry?
Roger Dassen: Yes. So in the backlog, it’s around 25%, 75%. So if you look at the backlog for EUV, around 25% of that is for Memory customers, around 75% of the EUV backlog is for logic.
Krish Sankar: And of the backlog, the total backlog, EUV and deep UV?
Roger Dassen: Of the total backlog, let me see, it’s around 55% of that is EUV.
Peter Wennink: Yes.
