Overview

• ASML has reiterated its annual guidance for 2025 and 2026, highlighting strong AI sector demand despite increased uncertainty from U.S. tariffs.
• Q1 net bookings fell short of expectations at €3.9 billion, reflecting challenges in the macroeconomic environment.
• CEO Christophe Fouquet emphasized positive customer feedback as a foundation for projected growth in the coming years.
• CFO Roger Dassen stated that most tariff costs will be passed on to U.S. customers, with discussions on potential free trade zones to reduce impacts.
• ASML continues to lead in advanced chipmaking technology, with its EUV lithography machines playing a critical role in AI-driven market dynamics.