ASML Faces New Challenges

ASML, the Dutch semiconductor equipment giant, has recently highlighted the impact of export controls on its customer spending. In its latest annual report, the company pointed out that macroeconomic uncertainties and trade restrictions have led to a cautious approach among some clients, affecting their capital expenditures.

Impact on Chinese Market

With 36% of its sales last year coming from Chinese entities now facing restrictions, ASML is navigating through a complex landscape. The company emphasized that issues related to technological sovereignty and export controls have contributed to weaker customer demand in 2024.