ASML - TechWire

ASML

        2025.04.17
    
19:09

                            ASML: The Chinese market is expected to perform better than expected this year, and there are no plans to set up factories in the United States
                        
                            On April 16, lithography machine giant ASML said at its first quarter earnings conference that the demand for ASML chip manufacturing tools in the Chinese market in 2025 was stronger than expected. ASML Chief Financial Officer Dai Houjie said that China's demand remains strong, especially for mainstream chips, both in the domestic market and for exports to other markets. ASML also made a series of comments on the impact of US tariff policies on the company at the earnings conference. Dai Houjie said that the potential impact can be roughly divided into the following categories: the first category is to impose tariffs on complete systems shipped to the United States; the second category is to impose tariffs on parts and tools used in on-site operations in the United States; the third category is that the company has a production and manufacturing link in the United States, and materials imported into the United States and manufactured in the next step in the United States will also be subject to tariffs; the fourth category is that other countries impose tariffs on goods shipped from the United States (if applicable). The above categories are direct impacts of tariffs. ASML said it has no plans to move its lithography machine manufacturing plant to the United States like TSMC to cope with potential tariffs.
                        
13:45

                            Berenberg: Lowered ASML (ASML.O) target price from 800 euros to 740 euros.
                        
12:22

                            JPMorgan Chase: Raised ASML (ASML.O) target price from $1,100 to $1,104.
                        
        2025.04.16
    
16:02

                            Before the U.S. stock market opened, Nvidia (NVDA.O) fell 6.8%, and the company faced a $5.5 billion charge in H20 due to U.S. export restrictions. ASML (ASML.O) fell 5.4%, and new orders in Q1 fell sharply by 45%, far below expectations. European stocks fell by more than 7% at one point.
                        
16:01

                            Most U.S. semiconductor stocks fell before the market opened, with Nvidia falling more than 6%
                        
                            Most semiconductor stocks in the U.S. fell before the market opened, with Nvidia falling more than 6%. The company expects inventory, purchase commitments and related reserve expenses related to H20 products to be US$5.5 billion in the first fiscal quarter. AMD fell more than 6%, and ASML fell more than 5.
                        
15:58

                            ASML (ASML.O) Chief Financial Officer: 20% of global employees are in the United States.
                        
15:08

                            Citi: ASML's second-quarter earnings forecast weaker than market expectations
                        
                            ASML's guidance for the current quarter was below market expectations, Citi analysts wrote in a research note. The Dutch semiconductor equipment maker expects sales of between 7.2 billion and 7.7 billion euros and a gross margin of 50% to 53%, which the company said was higher than normal due to uncertainty over tariffs. Analysts noted that the median sales guidance of 7.45 billion euros was below the market's consensus estimate of 7.77 billion euros. At the same time, they added that the median gross margin was about 91 basis points lower than the consensus estimate of 52.4%. ASML expects sales of between 30 billion and 35 billion euros this year.
                        
15:07

                            ASML shares resumed trading in Amsterdam, with losses widening to 7.5%.
                        
15:05

                            ASML halts trading in Amsterdam exchange
                        
                            ASML's shares were suspended from trading on the Amsterdam exchange.
                        
15:04

                            ASML's shares were suspended from trading on the Amsterdam exchange.
                        
13:59

                            ASML shares fell 5 percent from their Amsterdam close on Germany's Tradegate exchange.
                        
13:19

                            ASML (ASML.O) CEO: Dialogues with customers support expectations of growth in 2025 and 2026.
                        
13:18

                            ASML (ASML.O) CEO: The current situation will continue for some time.
                        
13:15

                            ASML (ASML.O) CEO: Artificial intelligence remains the main growth driver of the industry.
                        
13:14

                            ASML (ASML.O) CEO: Tariff policies increase uncertainty.

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