ASML is going to face significant headwind in the future. Nevermind the ongoing trade-war, both China and the US are building their own independent EUV lithography industries. China has the money and desire and EUV started in the US so both are significant competitors. This is going to weigh heavily on ASML earning potentials.
CompetitiveSoup1863 on
Damn, that’s rough for ASML. Guess tech ain’t always a safe bet, huh? 😅
InfelicitousRedditor on
If you had read their reports, they are usually under-promising, yet as they said themselves said – the tariffs were not as bad as they believed, and in my opinion 2026 will be another good year for them.
MercantileReptile on
“Company not Clairvoyant, Line not going up”
2xfun on
Very Very unpopular opinion: Stock market is the cancer of capitalism.
Long live long term stock exchange: [http://ltse.com/](http://ltse.com/)
Illustrious-Smoke509 on
Former US President Joe Biden forced the Dutch government to impose export restrictions on companies like ASML, among others, for China. And the current President Donald Trump wants to hit China even harder.
At the same time American companies aren’t ordering from ASML because of a potential 30% U.S. tariff on European goods.
GeneralCommand4459 on
Read that as ASMR at first and wondered if it had somehow gone public
8 commenti
Infinite growth, the cancer of capitalism.
ASML is going to face significant headwind in the future. Nevermind the ongoing trade-war, both China and the US are building their own independent EUV lithography industries. China has the money and desire and EUV started in the US so both are significant competitors. This is going to weigh heavily on ASML earning potentials.
Damn, that’s rough for ASML. Guess tech ain’t always a safe bet, huh? 😅
If you had read their reports, they are usually under-promising, yet as they said themselves said – the tariffs were not as bad as they believed, and in my opinion 2026 will be another good year for them.
“Company not Clairvoyant, Line not going up”
Very Very unpopular opinion: Stock market is the cancer of capitalism.
Long live long term stock exchange: [http://ltse.com/](http://ltse.com/)
Former US President Joe Biden forced the Dutch government to impose export restrictions on companies like ASML, among others, for China. And the current President Donald Trump wants to hit China even harder.
At the same time American companies aren’t ordering from ASML because of a potential 30% U.S. tariff on European goods.
Read that as ASMR at first and wondered if it had somehow gone public