$ASML Holding (ASML.US)$ I am not certain it will be a conti...

ASML is mostly a long term capacity capex for fabs product company. These products take years to construct, ship, calibrate.

Chips and servers are supplied from currently installed capacities. None of them will suffer this quarter or from the next quarter outlook.

Possibly will actually have unexpanded supply thus thus can maintain margins.

Looks like simplified thinking and overreaction for the whole sector to go down.