ASML Shares Slide After CFO Highlights Tariff-Driven Uncertainty For 2025 - ASML Holding (NASDAQ:ASML)
- ASML shares decreased after Roger Dassen discussed the impact of tariffs on the company in 2025.
- New tariffs and shifting trade dynamics created uncertainty for ASML and the chip sector.
- Dassen outlined potential tariff impacts across four areas of ASML's supply chain and global operations.
- Fouquet stated that ASML intends to limit the financial impact; he said the situation is creating uncertainty.
- Despite tariff concerns, ASML still anticipates growth in 2025 and 2026, driven by AI demand.
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ASML Shares Slide After CFO Highlights Tariff-Driven Uncertainty For 2025 - ASML Holding (NASDAQ:ASML)
ASML Holding NV (NASDAQ:ASML) CFO Roger Dassen explained the impact he expects the tariffs to have on the company in 2025 during an analyst call. What Happened: On Tuesday, following ASML’s first-quarter earnings, Dassen answered questions regarding the tariffs and their impact on the company’s performance. While stating that the situation was still quite dynamic, Dassen outlined the potential fallout that he foresees across four key areas of th…
Alphawave unable to give 2025 guidance amid tariff uncertainty
Semiconductor group Alphawave is foregoing guidance for its 2025 results amid tariff-fuelled uncertainty as it posts a loss for last year. The London-listed group said in its results for the year ended December 2024 that “due to current global economic uncertainty and the rapidly developing nature of the recently imposed tariff regimes, we are not in a position to provide guidance for 2025 or beyond”. The Trump administration in the US has been …
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff uncertainty is hindering their ability to forecast full-year impact amid US chip reshoring efforts. Despite this, ASML anticipates China to represent over 25% of its 2025 sales, driven by DUV system demand and a diversifying customer base beyond top chipmakers.
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