Since the summer, the stock price of Dutch multinational ASML Holding NV has plummeted by nearly 21% due to growing concerns over newly imposed export restrictions, particularly those targeting China, a crucial market responsible for a significant chunk of the company’s revenue. This decline has sparked anxiety among investors, who are now reassessing their stakes in the company. As a long-time advocate for Applied Materials (AMAT) and Taiwan Semiconductor Manufacturing Company (TSM), I believe it’s essential to delve into the implications of these restrictions and their potential impact on the global semiconductor industry.
Note: The views expressed in this article are solely those of the author and do not reflect the opinions of any affiliated firms or organizations. It is not intended as investment advice, and readers are advised to invest at their own risk. Past performance is not indicative of future results, and individual investors should consult with a licensed financial advisor before making any investment decisions.
Leave a Reply