ASML, the world's biggest supplier of computer chip-making equipment, warned on Wednesday that it may not achieve revenue growth in 2026 as chipmakers building factories in the U.S. await clarity on the potential impact of tariffs.
Uncertainty in tariff talks has spurred chipmakers in the U.S. to delay finalizing investments, CFO Roger Dassen told journalists on a media call.
Shares in ASML fell as much as 10.5 per cent and were on track for their worst day since October, dragging peers ASM, BESI, Soitec lower as well.
Investors dumped the shares even as the Dutch group's net bookings, the most closely watched figure in the industry, came in 25 per cent above expectations at 5.54 billion euros ($6.4 billion). Analysts consensus estimate was 4.44 billion euros, according to researcher Visible Alpha.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
