ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+
3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threatens tariffs on pharmaceuticals and chips Reuters : ASML says it may not achieve 2026 growth as chipmakers face U.S. tariff uncertainty Bluesky: Mary Branscombe / @marypcbuk : without ASML you can kiss a domestic chip industry goodbye [embedded post] X: Shay Boloor / @stocksavvyshay : $ASML IS DOWN OVER 11% The kingmaker of AI isn't falling on demand weakness —it's a visibility issue into 2026. Their EUV machines remain the gateway to every advanced chip $TSM & $NVDA build. I'm watching 🧐 [image] Ben Bajarin / @benbajarin : ASML will sell every machine they can make. But we have a pretty good idea of how many they can make a year so that gets priced in. Oddly, some analyst models have 2026 as a digestion year for GPUs and ASICs and I think that is unlikely.