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TSMC CEO C.C. Wei stated that the company remains aware of potential risks arising from recent tariff announcements, but noted that customer behavior has not changed, prompting the chipmaker to maintain its current forecasts.
Roger Dassen, CFO of ASML, acknowledged the contradiction between U.S. policies encouraging domestic chip manufacturing and imposing tariffs on essential tools, noting that the government is reviewing this issue as it complicates the industry's growth strategy.
Intel has joined Nvidia in facing new U.S. export restrictions on AI chips to China, contributing to a nearly 47% drop in its stock over the past year amid escalating U.S.-China trade tensions.
ASML reports strong first-quarter results with net sales of €7.74 billion, up 46.3% YoY. However, net sales missed analyst estimate and the company expects continued growth and dividends in the future.
U.S. major indices traded lower at midday Wednesday, pressured by sharp declines in tech and semiconductor stocks after Washington tightened chip export restrictions to China.
Chip equipment stocks Applied Materials, Lam Research, and KLA are down due to US tariffs on China. ASML reported solid earnings but faces tariff fallout.
Chip stocks are facing selling pressure on Wednesday after NVIDIA Corp (NASDAQ:NVDA) announced that the U.S. government will start requiring a license to export chips to China.
Trump’s order said the U.S. reliance on imported critical minerals “raises the potential for risks to national security, defense readiness, price stability, and economic prosperity.”
According to advance estimates from the U.S. Census Bureau, retail and food services sales rose to $734.9 billion in March 2025. That's up 1.4% from the previous month.
The company added that while it is trying to minimize the impact of tariffs on its performance, it would be appropriate to pass on a “significant part” of the increase in costs due to tariffs to its customers.
In a video interview with analysts, ASML Holding NV's CFO Roger Dassen explained the kind of impact he expects the tariffs to have on his company in 2025.
