Dutch ASML, one of the world's heaviest players in the semiconductor industry, warns of a bleak development and withdraws its previous forecast for 2026. Trade conflict and global tensions mean that the company's CEO now, in connection with the company's interim report, writes that one "cannot guarantee growth in 2026".
ASML has, among other things, American Intel as a major customer and even though semiconductors are currently excluded from the American tariffs, there is great uncertainty, warns CEO Christophe Fouquet.
Even though the second quarter's results now turned out better than expected, the market is focusing on the future forecast revision and the stock falls as much as just over 7 percent on the Amsterdam stock exchange. Over a one-year period, the stock is also down just over 30 percent.
