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Dutch semiconductor equipment firm ASML On Wednesday, the expectations of net booking were missed, which suggests a potential recession in demand for important chopping machines.
ASML reported a net booking of 3.94 billion euros ($ 4.47 billion) for the first three months of 2025, vs. A Reuters reported a forecast of 4.89 billion euros.
Here is described how ASML estimated LSEG consensus for the first quarter:
- Pure sales: 7.74 billion, 7.8 billion euros expected
- Pure benefits: 2.36 billion, vs. 2.3 billion euros expected
In the comments with the results, ASML CEO Christoff Faucket stated that the demand outlook is “strong”, in which artificial intelligence lives as a major driver. However, he said that “uncertainty with some of our customers” can take the company to its entire year’s lower end of revenue guidance.
ASML is estimating 2025 revenue between 30 billion euros to 35 billion euros.
Faucket stated that tariffs are creating “a new uncertainty” at a comprehensive economic level and in relation to “demands of our potential market”.
“So it’s a dynamic that I think we have to look very carefully,” said Fauquett. “Now it’s being said, where we are today, we still originally see our revenue range for 2025 between € 30 and € 35 billion.”
Global Chip Stock is worrying in the last two weeks that amid concerns about US President Donald Trump’s Tariff schemes will affect the semiconductor supply chain.
Last week, the US administration announced that smartphones, computers and semiconductors would temporarily be exempted from their so -called “mutual” duties on counterparts. But on Sunday, Trump and his top trade authorities confused with comments that no tariffs would be “exception” to the electronics industry, and that these stuffs were going to a separate “bucket”.
On Tuesday, notice by a federal government announced that the US Commerce Department was conducting a national security check in the import of semiconductor technology and related downstream products. The investigation will investigate whether additional trade measures including tariffs, “are required to protect national security.”
