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![afvglobal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1852673419646550016.png) AFV GLOBAL [@afvglobal](/creator/twitter/afvglobal) on x XXX followers
Created: 2025-07-16 08:13:01 UTC

📉 $ASML Cuts 2026 Growth Outlook Amid Tariff Uncertainty

— 🗣️ CEO Christophe Fouquet retracted ASML’s 2026 growth guidance, citing macro and geopolitical instability
— 📉 Shares fell XXX% to €655.70 — biggest drop since April, and down XX% YoY
— 💬 CFO warns tariffs on US-bound chip tools could hit margins, complicating planning
— 🇺🇸🇨🇳 US-China tensions still limit ASML’s China exposure; EUV machines remain banned for China
— 📦 Q2 bookings hit €5.5B, beating forecasts (€4.8B), but ASML will stop reporting orders next year
— 📊 Q3 sales forecast: €7.4B–€7.9B (missed expectations)
— 🔋 Despite pullback, AI demand remains strong — Nvidia & TSM key clients for ASML’s EUV tech
— 🧊 Intel’s factory delays and belt-tightening are adding pressure
— 🧠 AI boom still expected to lift long-term outlook despite 2026 caution
#ASML #Semiconductors #Tariffs #AIChips #EUV #Nvidia #TSMC #TechStocks #Geopolitics #USChinaTrade #StockMarket


XXX engagements

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**Related Topics**
[asml](/topic/asml)
[china](/topic/china)
[stocks](/topic/stocks)
[macro](/topic/macro)
[tariffs](/topic/tariffs)
[$asml](/topic/$asml)

[Post Link](https://x.com/afvglobal/status/1945396237190025521)