ASML
🛑 Trump administration seeks to toughen chip restrictions on China, impacting semiconductor companies.
🤝 The U.S. is pressuring allies to intensify restrictions on China’s chip industry.
📉 ASML’s stock is falling, making it less attractive than before.
🧐 Investors should analyze companies like ASML, KLAC, and Applied Materials to identify opportunities.
@bernardodegarcia:
“The Trump team seeks to toughen Biden’s chip controls over China. They are seeking tougher versions of the U.S. restrictions on semiconductors and also pressuring key allies to intensify their restrictions on China’s chip industry. An early indication that the new U.S. president plans to expand the efforts that began under Joe Biden to limit Beijing’s technological prowess. Trump’s officials recently met with their Japanese and Dutch counterparts to restrict engineers from Tokyo Electron and ASML Holding from maintaining semiconductor equipment in China. The objective, which was also a priority for Biden, is to see key allies match the restrictions on China that the United States has imposed on U.S. chip equipment companies, including Lam Research, KLA Corporation, and Applied Materials. All these top companies are now under pressure due to a political move, something that does not affect them at all in the next 10, 15, 20 years. ASML is falling again, it is not as interesting as it was, but KLA Corporation, Applied Materials, you name it, all are interesting to read and analyze, and maybe choose one that you like more or less, or none if you do not really see an opportunity. These are not recommendations to buy or sell.”
Watch the exact part of the video where Bernardo talks about ASML here:
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Read more articles by the world’s top 100 analysts on ASML (ASML) at the following link. ASML stock.
