ASML Stock Dropped 18% in July on AI Chip Competition and China Rivalry Fears

Price ActionEarnings
โดย The Motley Fool·NL·Read original
Summary · why it matters

ASML shares fell 18% in July, pressured by competitive threats and a broader AI stock sell-off. The stock dropped 7.4% on July 1 after reports that Anthropic is developing its own AI chip, which could reduce demand for ASML's customers. A second-quarter earnings beat on July 15 briefly lifted shares, with revenue rising 21.2% to 9.33 billion euros and full-year guidance raised to 43 billion to 45 billion euros. However, the stock fell another 5.8% on July 27 following reports that China is making competing deep ultraviolet lithography machines.

Impact on stocks 4

Semiconductors▼ · 4 stocks
ASML Holding N.V.
ASML
▼ NegativeCompetitionrelevance

ASML stock fell on competitive threats from Anthropic's AI chip development and China's competing DUV lithography machines.

Off-coverage companies 1

AnthropicPrivate± Mixed
Technologyrelevance

Anthropic is developing its own AI chip, which could reduce demand for ASML's customers, but the impact on Anthropic itself is not discussed.

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