ASML CEO Christophe Fouquet stated that he anticipates the United States government will continue to push for further restrictions on the company's exports to China. This ongoing pressure highlights the persistent geopolitical challenges impacting the semiconductor equipment industry.
Despite the current headwinds, Fouquet expressed an expectation that 2026 will be a year of growth for ASML. This outlook comes a week after the company issued a warning about lower growth in 2025 due to weak electronics markets outside of AI-related chips.
The CEO's remarks underscore the complex operating environment for ASML, balancing strong long-term demand drivers like AI with the immediate impacts of trade policies and broader market conditions.
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