0934 GMT - ASML Holding's share price already reflects a sizeable chunk of risks that could arise for the Dutch semiconductor-equipment maker should there be more export restrictions to China, UBS analysts write in a research note. "While AI demand and macro risks remain important topics, we believe attention is increasingly centred on the forthcoming Trump-Xi meeting," analysts say. They point out the summit could act as a near-term clearing event for the stock. China is expected to account for roughly 17% of ASML's revenue in 2027 and about 15% in 2028, analysts estimate. ASML shares trade 0.7% higher at 1,510.40 euros.
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