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Dutch Semiconductors Giant Asml On Wednesday he lost his expectations for clean reserves and said that the uncertainty of new trade in the United States may affect the demand for his critical chip manufacturing machines.
ASML reported clean reserves of 3.94 billion euros ($ 4.47 billion) during the first three months of 2025, compared to analysts of 4.89 billion euros.
It is then shown how ASML was made in front of the estimates of LSEG consensus for the first quarter:
- Net sales: 7.74 billion, compared to € 7.8 billion
- Net benefit: 2.36 billion, compared to € 2.3 billion expected
In the comments accompanying the results, Asml’s CEO, Christophe Fouquet, said that the prospects for demand « remain strong » with artificial intelligence that remains a key driver. However, he added that « the uncertainty with some of our customers » could bring the company to the lower end of its income guide throughout the year.
ASML estimates that 2025 revenue between 30 billion euros for 35 million euros.
The company’s shares dropped 6% shortly after the open market on Wednesday.
Fare uncertainty
Fouquet said that the rates are « creating a new uncertainty » both at the macroeconomic level and in « our potential market requirements ».
« So this is a dynamic, I think we have to look very carefully, » said Fouquet. « It is now called this, where we are today, we still see basically our revenue interval for 2025, between 30 and 35 million euros basically. »
Ben Barringer, a Capital Cheviot Capital Research Analyst, said that the impacts of North -American rates on ASML could be « widespread », but added that in this phase it is too soon to know what effect they will have.
« I think it’s too early to really comment if ASML chooses sides, » Barringer said to « Squawk Box Europe » from CNBC on Wednesday. « A little like their largest customer, TSMC, ASML will only want to support customers worldwide. They are everyone’s production teams. »
World Chip stocks have been fragile in the last two weeks in the midst of concern about how the President of the United States Donald Trump’s Tariff plans will affect the semiconductor supply chain.
Last week, the US administration announced smartphones, computers and semiconductors would be temporarily exempt from their so-called « reciprocal » duties in counterparts. But on Sunday, Trump and his highest commercial officials created confusion with the comments that there would be no « exception » fare for the electronics industry and that these assets were transferred to a different « cube ».
On Tuesday, a notice from the Federal Government announced that the United States Department of Commerce was conducting a national security investigation into the importance of related semiconductors and related products. The probe will examine if additional commercial measures, including rates, are « necessary to protect national security. »
During the night the Nvidia chip giant spread into a file expects to take on a quarterly charge of $ 5.5 billion Due to U.S. restrictions on exports of their H20 graphic processing unit in China and a good handful of other countries.
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