ASML warns of US tariffs impacting long-term outlook

April 16, 2025, 5:20 am

ASML has warned that US tariffs are significantly clouding its future business outlook, projecting persistent challenges into 2025 and 2026. Reuters reports highlight that falling European shares reflect investor unease over the trade tensions affecting the semiconductor industry. The warnings emphasize that the imposed tariffs are expected to hamper profitability and growth prospects amid a broader global trade dispute, underscoring the vulnerability of advanced technology companies to shifting international policies.

Bluesky: @arstechnica.com


arstechnica.com / Trump’s tariffs could cost semiconductor industry $1 billion, industry fears

Trump's unreleased plans for semiconductor tariffs loom large.

wsj.com / ASML Warns on Tariff Uncertainty, Logs Weak Orders

Orders for the Dutch company’s semiconductor-making equipment came in below forecasts.

zerohedge.com / ASML Misses On Orders As CEO Warns Of Trade War; Analysts Call Results "Disappointing" 

ASML Misses On Orders As CEO Warns Of Trade War; Analysts Call Results "Disappointing"  Nasdaq 100 futures declined 1.5% early Wednesday, driven by renewed pressure on semiconductor stocks. Nvidia fell about 6% in pre-market trading following the Trump administration's move to...

tomshardware.com / Nvidia writes off $5.5 billion in GPUs as US gov't chokes off supply of H20s to China

Apparently, Jensen Huang's $1 million dinner with Donald Trump did not help to ease U.S. government's concerns over H20 GPUs exports to China.

bloomberg.com/technology / Global Tech Stocks Drop as ASML Warning Adds to Nvidia Curbs - Bloomberg.com

Global Tech Stocks Drop as ASML Warning Adds to Nvidia Curbs  Bloomberg.com

techinasia.com / Nvidia said to keep Chinese clients in dark of US export rules

The US government notified Nvidia of this requirement on April 9, and the company made the information public a week later.

reuters.com/business / US stock futures drop, Nvidia tumbles on new curbs on chip exports to China - Reuters

US stock futures drop, Nvidia tumbles on new curbs on chip exports to China  Reuters

winbuzzer.com / Trump Hits Nvidia Exports to China with $5.5b Charge on H20 Chips

New U.S. export rules under Trump have blocked Nvidia H20 and AMD MI308 AI chip sales to China, citing national security concerns. The post Trump Hits Nvidia Exports to China with $5.5b Charge on H20 Chips appeared first on WinBuzzer.

reuters.com/business / European shares fall as ASML warns US tariffs cloud outlook - Reuters

European shares fall as ASML warns US tariffs cloud outlook  Reuters

reuters.com/business / ASML says tariffs cloud outlook for 2025 and 2026 - Reuters

ASML says tariffs cloud outlook for 2025 and 2026  Reuters


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