They say, “What am I going to do short term that will not impact my long-term targets?” That’s basically the question, what they have. That’s why, yes, some of them have adjusted their CapEx plans, but they say, “What is absolutely essential to secure our long-term growth path?” We will still do, which of course, this is why litho is a very strategic tool. This is why the litho orders keep coming. So in that sense, yes, things have changed short term, and they are reacting. But longer term, and in the CMD, the Capital Markets Day, we didn’t talk about Q4 or Q1. We talked about 2025 and 2030. And that’s exactly the discussion we’re having with customers. I would even say that the longer-term road map this time with our large customers have intensified to a level we have not seen before.
So like I said earlier, it’s not getting easier, it’s getting more complex. But it also means that the models that we have with our key customers are actually intensifying. And that just confirms not only the technology road map, but it also confirms the capacity plans that they have and the confidence we both have in the growth of this industry. So in that sense, Mehdi, nothing changed in 2 months’ time.
Mehdi Hosseini: And just quickly regarding your calendar year ’23. If the non-EUV revenue is growing by 30%, how should I think about the mix of metrology and inspection?
Peter Wennink: Yes, it is in there. Yes, I think it’s the 30%. I think it applies roughly to all of it. I mean you have to remember that our metrology tools have a very strong attach rate to our deep UV tools. So yes, they’re in line. So it’s for both.
Operator: And our next question comes from the line of Amit Harchandani at Citi.
Amit Harchandani: Amit Harchandani from Citi. Two questions, if I may. My first question again goes back to the non-EUV business. The significant growth that you have guided for in 2023, which admittedly is aligned with some of the points you made at the Capital Markets Day, but clearly, that’s where I feel investors also need the greatest — need to see the greatest level of comfort. So could you give us a sense on the DUV drivers, your level of confidence in the demand, the level of discussions you are having around lagging edge? And simply reverse engineering your 30% guide does suggest that you’ll get pretty close to the 375 capacity number that you’ve talked about. So any thoughts on DUV would be appreciated. And then I have a second question.
Peter Wennink: Okay. Yes, I think you have to realize, and it goes back to what I said earlier, that the biggest shortage in terms of demand — or let’s say, shortage in terms of capacity or shipment was in deep UV. So there is a backlog of deep UV investments that were planned by customers that we’re now able to fulfill. You should not underestimate the size of the gap in deep UV, which is one element. And that’s especially true for those geographic areas where we cannot ship EUV, but deep UV is the, as you could say, the workhorse for the mature and less critical semiconductors, i.e., China. So that space, let’s say, is strong. On top of that, if you have more EUV sales, well, you don’t make a chip for a semiconductor device with only EUV.
