Reported 1 day ago
Investors are looking for insights on tariff risks as ASML, the leading semiconductor equipment maker, prepares to report its first-quarter earnings. While President Trump has exempted ASML from a 10% baseline tariff, concerns remain regarding potential broader tariffs on the chip industry. With expectations of increased net bookings, ASML is positioned to benefit from U.S. investments in chipmaking, although higher costs in the U.S. could impact some manufacturers. Analysts suggest that despite challenges, demand from Chinese chipmakers for older equipment may remain stable in the near term.
Source: YAHOO