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Posted by
Two Blokes Apr 19 -
Filed in
Stock
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9 views
I believe the post earnings selloff was an overreaction to tariff uncertainty, and I anticipate further volatility with sector specific semiconductor tariffs due next week. That said, I estimate a realistic 10% tariff on US imports will be imposed and fully passed on to customers, limiting ASML's margin hit. I expect High‑NA EUV adoption to lift margins by 2027–28. Mass production of NXE:5200 tools remains several years away.
