ASML Is Trading Attractively After Newsflow Improvement -- Market Talk

Dow Jones
Sep 19

0847 GMT - ASML Holding is trading attractively thanks to better newsflow in recent weeks, Citi analysts write in a research note. Investors were disappointed after the Dutch supplier of chip-making equipment said in July that it could no longer guarantee growth in 2026 amid uncertainty from President Trump's tariffs. Now, the European Union has a deal with the U.S. setting a 15% tariff ceiling for semiconductor exports. Meanwhile, news at Intel, a key ASML client, has improved. The U.S. government is taking a 10% stake in Intel, and Nvidia said it would inject $5 billion into Intel as part of a collaboration to develop custom data-center and personal-computing products. ASML shares trade 0.2% lower at 792.20 euros. (mauro.orru@wsj.com)

 

(END) Dow Jones Newswires

September 19, 2025 04:47 ET (08:47 GMT)

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