Woudloper schreef op 27 juli 2025 22:06:
Yes, it appears that ASML machines will be included in the "zero-for-zero" tariff arrangement.
Ursula von der Leyen, President of the European Commission, announced a "zero-for-zero" tariff arrangement on a set of strategic goods, and this list explicitly includes semiconductor equipment.
ASML is the world's leading manufacturer of chip-making equipment, specifically photolithography machines, which are essential for producing integrated circuits (semiconductors). Therefore, their machines fall under the category of "semiconductor equipment."
Recent news also indicates that while there have been discussions and concerns about potential tariffs impacting ASML and the semiconductor industry, the latest agreement specifies that "semiconductor equipment" will benefit from zero tariffs.
Zo staan we snel weer boven de 700, waar ASML natuurlijk al even kort was, voor de uitgeleider van de CEO. Nu blijkt ook dat heel beeld te vroeg heeft gewaarschuwd voor iets wat helemaal niet gaat komen.