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ASML Holding's CEO Hosts Customer Co-Investment Program Conference Call (Transcript)

ASML Holding N.V. (ASML)

Customer Co-Investment Program Conference Call

July 10, 2012 1:00 am ET

Executives

Craig DeYoung – Vice President, Investor Relations

Peter Wennink – Executive Vice President and Chief Financial Officer

Eric Meurice – Chairman, President and Chief Executive Officer



Analysts

Satya Kumar – Credit Suisse Securities LLC

Marcel Achterberg – Petercam SA

Cornelius Rahn – Bloomberg News

Mahesh Sanganeria – RBC Capital Markets

Mehdi Hosseini – Susquehanna International Group

Jagadish Iyer – Piper Jaffray, Inc.

Janardan Menon – Liberum Capital

Didier Scemama – Bank of America Merrill Lynch

Jerome A. Ramel – Exane BNP Paribas

Presentation



Operator

Ladies and gentlemen, thank you for standing by. Welcome to the ASML’s Conference Call on July 10, 2012. Before today’s introduction, all participants will be in a listen-only mode. After ASML’s introduction, there will be an opportunity to ask questions. (Operator Instructions)

I would now like to turn the conference over to Mr. Craig De Young. Please go ahead, sir.

Craig De Young

Thank you, Peter, and good evening and good morning, ladies and gentlemen. This is Craig De Young, Vice President of Investor Relations at ASML. I’d like to welcome you to our investor call and webcast. As I’m sure you’re aware as a subject that today’s call is ASML’s announcement of a customer co-investment innovation program. It’s a program aimed at accelerating development at EUV lithography beyond the current generation and pulling forward our development of 450 millimeter silicon wafer imaging technologies.

With me this evening in San Francisco, California to discuss the program is Eric Meurice, ASML’s CEO, along with Peter Wennink, who is ASML’s CFO, who is joining us from our headquarters in Veldhoven, Netherlands. Given the fact that we’re in two different locations, should there be any technical difficulties, the separated parties will rejoin the call as soon as possible.

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