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ASML Stock Analysis: #stockmarket #stocks #trading #aistocks #crypto #cryptocurrency #news #bitcoin
Jul 19, 2025
The creator discusses ASML's significant backlog of 33 billion euros, indicating strong future demand for its advanced semiconductor manufacturing equipment. However, geopolitical tensions, tariffs, and uncertainty are causing customers to delay orders, leading to uncertainty about 2026 revenue growth, despite the underlying demand for AI-related chip production capabilities. The creator also notes that US restrictions on sales to China are impacting ASML's China business, which is expected to represent over 25% of total revenue.
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