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ASML says its chipming machines have decreased by about 1 billion dollars than the market estimate, as CEO Christophe Fukuet warned that Donald Trump’s tariff announced “uncertainty”.
Shares ASMLThis year, the impact of tariffs and the potential downturn in artificial intelligence spending, this year has been hit, on Wednesday.
“AI is still the driver of the market. Demand is strong,” Fukuet says the Netherlands -based company is seeing influence Tariff “Very carefully”.
ASML’s net booking for the quarter in March, a closely seen metric that includes the chipmeting gear order kept by customers, but has not yet been distributed, it was € 4.8 billion compared to analysts’ estimates € 3.9bn compared to the assumption of analysts.
That result was a reverse Previous quarterWhen its booking image came a lot more than expected, as ASML customers tried to move forward than the expected US control over its equipment.
ASML’s high cost of unique lithography machines — has sold 73 to the trimester-meaning that orders are difficult to predict on the short-term basis. Chipmerers, including Taiwan Semiconductor Manufacturing Agency, Intel and Samsung, depend on ASML’s tools exclusively to produce maximum cutting edge chips for customers such as Apple and Nvidia.
The overall sales of the first trimester were adjusted with expectations at € 7.7bn, which is 46 percent higher a year. Dutch technology has predicted that second-fourth earnings will be from € 7.2BN to € 7.7bn compared to € 7.8BN forecasts comparable to analysts’ forecasts.
ASML has not changed its annual revenue guidance to $ 35 billion from € 30bn.
“Our conversations support our expectations with customers so far will be the year of 2025 and 2026,” said Fuet. “However, recent tariffs have increased uncertainty in the macro environment and the situation will remain dynamic for some time.”
