Emmanuel Macron Calls Tariffs 'Blackmail,' White House Shoots Back Saying Trump Is 'Doing What's Right For Our People'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 01 2025
0mins
Should l Buy ASML?
Source: Benzinga
Macron's Criticism of Tariffs: French President Emmanuel Macron condemned the use of tariffs as "blackmail" by powerful nations, emphasizing the need for fairness in international trade during a speech at an international conference in Spain. He warned that without a deal by July 9, EU products could face significant tariffs from the U.S.
Impact on Markets and Negotiations: The ongoing tariff dispute has already affected European markets, with major companies experiencing losses. Internal divisions within the EU complicate negotiations, as some leaders favor quick deals while others, like Macron, advocate for balanced terms to protect long-term competitiveness.
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Analyst Views on ASML
Wall Street analysts forecast ASML stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 1399.420
Low
1385
Averages
1583
High
1911
Current: 1399.420
Low
1385
Averages
1583
High
1911
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SK hynix to Acquire $7.9 Billion Equipment from ASML to Boost Chip Production
- Equipment Acquisition Plan: SK hynix announced its decision to acquire advanced production equipment valued at 12 trillion won ($7.9 billion) from Dutch company ASML, aiming to meet the surging demand for memory chips, particularly from the AI sector.
- Delivery Timeline: The equipment, consisting of extreme ultraviolet scanners, is expected to be delivered by December 2027 to support SK hynix's next-generation production processes, enhancing its competitiveness in the high bandwidth memory market.
- Funding Strategy: SK hynix plans to raise between 10 trillion and 15 trillion won ($10 billion) through a potential listing in the US, which will bolster its expansion strategy and strengthen its position in the global semiconductor market.
- Market Position: As the main high bandwidth memory supplier to Nvidia, SK hynix's expansion plans will further solidify its market leadership, despite competition from Samsung Electronics and Micron, which provide smaller volumes.
See More
ASML Faces Employee Backlash Over Job Cuts
- Mass Walkout: Over 1,000 ASML employees staged a mass walkout at the Veldhoven headquarters, protesting the proposed elimination of 1,700 positions, which represents nearly 4% of the company's global workforce, indicating significant internal dissent against the restructuring initiative.
- Restructuring Context: The job cuts were first announced in January as part of a broader strategic plan to eliminate 3,000 middle-management roles, which ASML argues is necessary to streamline bureaucracy and refocus engineering teams on innovation.
- Union Opposition: FNV Union representative Peter Reniers urged ASML management to reconsider the layoffs, emphasizing the company's strong financial position with projected profits of €9.6 billion in 2025, suggesting that reorganization could occur without job losses.
- Future Plans: ASML acknowledged employee concerns and stated it would continue with its reorganization plans, which include retraining and severance packages, with unions set to respond to the proposed social plan on April 7 and the works council providing formal advice in May.
See More
U.S. Sends Peace Plan to Iran, Oil Prices Drop
- Futures Rise: Futures prices increased as the U.S. reportedly sent a peace plan to Iran, reflecting market optimism about geopolitical stability, which could enhance investor confidence and drive stock market gains.
- Oil Prices Fall: Following the news of the peace plan, oil prices dropped, indicating a strengthened market expectation for future supply stability, which may alleviate inflationary pressures and impact energy-related stocks.
- Trump's Statement: President Trump remarked that Tehran is “talking sense,” a statement that could ease market concerns regarding the Middle East situation, thereby influencing investor decisions and market sentiment.
- Geopolitical Implications: The U.S. peace initiative could alter the power dynamics in the Middle East, and if successfully implemented, it would have profound effects on global energy markets and international relations, potentially attracting more foreign investment into related markets.
See More
SK Hynix Boosts Chipmaking Investments, Impacts ASML and Micron
- Increased Investment: SK Hynix is significantly ramping up its investments in chipmaking tools, indicating strong confidence in future market demand, which is expected to enhance its production capacity and strengthen its competitive position in the global semiconductor market.
- Positive for ASML: This investment is a boon for ASML, as its equipment is crucial in high-end chip manufacturing, and SK Hynix's increased orders are likely to bolster ASML's market leadership and revenue growth.
- Potential Threat to Micron: While SK Hynix's investments benefit ASML, they may pose a threat to Micron, as intensified competition could lead to a redistribution of market share, negatively impacting Micron's profitability.
- Shifting Market Dynamics: SK Hynix's strategic investments not only reflect its pursuit of technological advancement but may also prompt other industry competitors to follow suit, further intensifying the competitive landscape in the semiconductor sector.
See More
SK Hynix to Make Major Investment; Here's Why Micron's Stock Is Falling.
SK Hynix's Strategic Moves: SK Hynix is positioning itself to benefit from the ongoing memory-chip boom through significant investments and fundraising efforts.
Impact on ASML Holding: The plans by SK Hynix are expected to positively affect ASML Holding, a company that supplies chipmaking equipment.
Challenges for Micron Technology: While SK Hynix's actions may boost certain companies, they could pose challenges for Micron Technology in the competitive memory-chip market.
Market Dynamics: The developments highlight the shifting dynamics in the semiconductor industry, with some companies gaining advantages while others may struggle.
See More
ASML Stock Surges 79.5%, Outpacing Tech Sector Gains
- Outstanding Stock Performance: ASML's stock has surged 79.5% over the past year, significantly outperforming the tech sector's 26.8% and the Nasdaq Composite's 22.4% gains, reflecting strong market performance and investor confidence.
- Strong Earnings Forecast: Analysts project ASML will achieve earnings per share (EPS) of $29.69 in 2026, increasing by 26.3% to $37.51 in 2027, and despite a high projected P/E ratio of 35.1 for 2027, it remains an attractive long-term investment.
- Technological Monopoly Advantage: ASML has invested over €6 billion and spent 17 years developing extreme ultraviolet (EUV) lithography, establishing an irreplaceable technological edge in chip manufacturing, which drives robust demand for its equipment.
- Growing Market Demand: With the rollout of next-generation chips, EUV systems accounted for 56.1% of total net bookings in Q4 2025, highlighting ASML's critical role in high-end chip manufacturing and its potential to benefit from the increasing demand for AI chips in the future.
See More
SK hynix to Acquire $7.9 Billion Equipment from ASML to Boost Chip Production
- Equipment Acquisition Plan: SK hynix announced its decision to acquire advanced production equipment valued at 12 trillion won ($7.9 billion) from Dutch company ASML, aiming to meet the surging demand for memory chips, particularly from the AI sector.
- Delivery Timeline: The equipment, consisting of extreme ultraviolet scanners, is expected to be delivered by December 2027 to support SK hynix's next-generation production processes, enhancing its competitiveness in the high bandwidth memory market.
- Funding Strategy: SK hynix plans to raise between 10 trillion and 15 trillion won ($10 billion) through a potential listing in the US, which will bolster its expansion strategy and strengthen its position in the global semiconductor market.
- Market Position: As the main high bandwidth memory supplier to Nvidia, SK hynix's expansion plans will further solidify its market leadership, despite competition from Samsung Electronics and Micron, which provide smaller volumes.
See More
ASML Faces Employee Backlash Over Job Cuts
- Mass Walkout: Over 1,000 ASML employees staged a mass walkout at the Veldhoven headquarters, protesting the proposed elimination of 1,700 positions, which represents nearly 4% of the company's global workforce, indicating significant internal dissent against the restructuring initiative.
- Restructuring Context: The job cuts were first announced in January as part of a broader strategic plan to eliminate 3,000 middle-management roles, which ASML argues is necessary to streamline bureaucracy and refocus engineering teams on innovation.
- Union Opposition: FNV Union representative Peter Reniers urged ASML management to reconsider the layoffs, emphasizing the company's strong financial position with projected profits of €9.6 billion in 2025, suggesting that reorganization could occur without job losses.
- Future Plans: ASML acknowledged employee concerns and stated it would continue with its reorganization plans, which include retraining and severance packages, with unions set to respond to the proposed social plan on April 7 and the works council providing formal advice in May.
See More
U.S. Sends Peace Plan to Iran, Oil Prices Drop
- Futures Rise: Futures prices increased as the U.S. reportedly sent a peace plan to Iran, reflecting market optimism about geopolitical stability, which could enhance investor confidence and drive stock market gains.
- Oil Prices Fall: Following the news of the peace plan, oil prices dropped, indicating a strengthened market expectation for future supply stability, which may alleviate inflationary pressures and impact energy-related stocks.
- Trump's Statement: President Trump remarked that Tehran is “talking sense,” a statement that could ease market concerns regarding the Middle East situation, thereby influencing investor decisions and market sentiment.
- Geopolitical Implications: The U.S. peace initiative could alter the power dynamics in the Middle East, and if successfully implemented, it would have profound effects on global energy markets and international relations, potentially attracting more foreign investment into related markets.
See More
SK Hynix Boosts Chipmaking Investments, Impacts ASML and Micron
- Increased Investment: SK Hynix is significantly ramping up its investments in chipmaking tools, indicating strong confidence in future market demand, which is expected to enhance its production capacity and strengthen its competitive position in the global semiconductor market.
- Positive for ASML: This investment is a boon for ASML, as its equipment is crucial in high-end chip manufacturing, and SK Hynix's increased orders are likely to bolster ASML's market leadership and revenue growth.
- Potential Threat to Micron: While SK Hynix's investments benefit ASML, they may pose a threat to Micron, as intensified competition could lead to a redistribution of market share, negatively impacting Micron's profitability.
- Shifting Market Dynamics: SK Hynix's strategic investments not only reflect its pursuit of technological advancement but may also prompt other industry competitors to follow suit, further intensifying the competitive landscape in the semiconductor sector.
See More
SK Hynix to Make Major Investment; Here's Why Micron's Stock Is Falling.
SK Hynix's Strategic Moves: SK Hynix is positioning itself to benefit from the ongoing memory-chip boom through significant investments and fundraising efforts.
Impact on ASML Holding: The plans by SK Hynix are expected to positively affect ASML Holding, a company that supplies chipmaking equipment.
Challenges for Micron Technology: While SK Hynix's actions may boost certain companies, they could pose challenges for Micron Technology in the competitive memory-chip market.
Market Dynamics: The developments highlight the shifting dynamics in the semiconductor industry, with some companies gaining advantages while others may struggle.
See More
ASML Stock Surges 79.5%, Outpacing Tech Sector Gains
- Outstanding Stock Performance: ASML's stock has surged 79.5% over the past year, significantly outperforming the tech sector's 26.8% and the Nasdaq Composite's 22.4% gains, reflecting strong market performance and investor confidence.
- Strong Earnings Forecast: Analysts project ASML will achieve earnings per share (EPS) of $29.69 in 2026, increasing by 26.3% to $37.51 in 2027, and despite a high projected P/E ratio of 35.1 for 2027, it remains an attractive long-term investment.
- Technological Monopoly Advantage: ASML has invested over €6 billion and spent 17 years developing extreme ultraviolet (EUV) lithography, establishing an irreplaceable technological edge in chip manufacturing, which drives robust demand for its equipment.
- Growing Market Demand: With the rollout of next-generation chips, EUV systems accounted for 56.1% of total net bookings in Q4 2025, highlighting ASML's critical role in high-end chip manufacturing and its potential to benefit from the increasing demand for AI chips in the future.
See More
