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The ASML icon is displayed on a smartphone with ASML chip, which is visible in the background.
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More than 130 billion dollar cost has been destroyed Asml For the year not amid export restrictions to China and US uncertainty
ASML shares, which are considered a critical screw in a semiconductor network, reached a record high level last July more than 1000 euros per market capitalization of $ 429.5 billion, according to S&P Capital IQ. It fell just under $ 297 billion at a closed price on Tuesday.
Since last year, the semiconductor reserves have been changing with the intensification of US export restrictions on China and the threat to US President Donald Trump in this sector since he took office. ASML and other European semiconductor firms have experienced heat.
“All manufacturers of equipment in space have fallen because they are concentrating all fears around … US restrictions in China,” Stefan Huri, head of Oddo BHF said on Wednesday.
Huri also said the tariff discussions and discussions about whether the companies in artificial intelligence are, causing questions whether the demand is not at the level of many people. “
ASML is one of the most important companies on a semiconductor supply network. It develops tools known as extreme ultraviolet lithography machines (EUV) purchased by manufacturers such as TSMC and must make the most up -to -date chips in the world.
The company recently started delivering the next generation of these machines Known as a high numeric diaphragm or high na.
ASML is widely regarded as the only company in the world that can produce these EUV machines by giving it a wide moat.
But ASML has never been able to send its most advanced machines to China, which reduced potential sales for the Dutch firm. CEO ASML Christoph Fuken said CNBC In January, in 2025, he expected that “the ratio of our business in China will be lower than what it was” in 2023 and 2024.
ASML is not one by faced with the problems from the tariffs and China. Stocks chips around the world Pressure from uncertainty in the world markets associated with China and tariffs.
Asml up?
Trade and tariffs between the US and Europe can relieve some uncertainty for investors.
“If there is an agreement with President Trump and … Europe and many other countries, they are likely to benefit from the market and, in particular, in the sector,” the Huri added.
Despite the external pressure weighing ASML, analysts are still relatively relatively in stock. According to average analysts collected by LSEG, ASML has a target price of just over 779 euros. This involves approximately 17% up from Tuesday’s closing price.
This month, Wells Fargo posted a note to customers after meeting with ASML Management. Investment Bank analysts said ASML “remains positive about growth” in 2025 and 2026, emphasizing companies such as Samsung and Intel that conduct tools to create next generation chips.
