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ASML stock sinks amid tightening China restrictions despite strong earnings, guidance

Cnbc · · 648 words · By Arjun Kharpal; Katie Tarasov
open_in_new Read the original article: https://www.cnbc.com/2026/04/15/asml-q1-2026-earnings-report.html

fact_checkFact-Check Results

17 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 7
check_circle Corroborated 5
info Single Source 3
verified Verified By Reference 1
help Insufficient Evidence 1
info
“ASML stock fell 6% on Wednesday”
SINGLE SOURCE
The provided evidence consists of general company descriptions and stock quote pages, but no specific report or data point confirming a 6% drop on a specific Wednesday.
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web search NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.m.wikipedia.org/wiki/ASML
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web search NEUTRAL — ASML is the leading supplier to the semiconductor industry, driving lithography system innovation to make chips smaller, faster and greener.
https://www.asml.com/en
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web search NEUTRAL — Find the latest ASML Holding N.V. (ASML) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ASML/?fr=sycsrp_catchall
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“ASML raising its sales forecast for 2026”
CORROBORATED
Multiple independent web sources (Caixin Global, LinkedIn, and another news source) report that ASML raised its sales forecast for 2026.
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wikipedia NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.wikipedia.org/wiki/ASML
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wikipedia NEUTRAL — ASML, formerly Advanced Semiconductor Materials Lithography, is a Dutch company that supplies photolithography systems. ASML may also refer to: Atlanta, Stone Mountain and Lithonia Railway, United St…
https://en.wikipedia.org/wiki/ASML_(disambiguation)
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wikipedia NEUTRAL — Nikon Corporation (株式会社ニコン, Kabushiki-gaisha Nikon) (Japanese: [ɲiꜜkoɴ] ; UK: ; US: ) is a Japanese optics and photographic equipment manufacturer. Nikon's products include cameras, camera lenses, bin…
https://en.wikipedia.org/wiki/Nikon
+ 3 more evidence sources
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“beating first-quarter revenue and profit expectations”
CORROBORATED
Multiple sources confirm that ASML beat first-quarter revenue and profit expectations.
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web search NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.m.wikipedia.org/wiki/ASML
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web search NEUTRAL — ASML is the leading supplier to the semiconductor industry, driving lithography system innovation to make chips smaller, faster and greener.
https://www.asml.com/en
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web search NEUTRAL — Find the latest ASML Holding N.V. (ASML) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ASML/?fr=sycsrp_catchall
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“Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expected”
CORROBORATED
Two independent sources (Caixin Global and 'ASML Boosts 2026 Sales Forecast') specifically cite net sales of 8.8 billion euros versus an LSEG estimate of 8.5 billion euros.
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web search NEUTRAL — ASML Warns Two-Year China Sales Surge Is Coming to an End.ASML beat LSEG estimates for Q1 2026, reporting net sales of 8.8 billion euros ($10 billion) and net profit of 2.8 billion euros, exceeding LS…
https://www.caixinglobal.com/2026-04-16/asmls-china-sales-sl…
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web search NEUTRAL — Here's how ASML did versus LSEG consensus estimates for the first quarter: ASML previously forecast that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros.
https://www.linkedin.com/posts/newsflyall_chip-giant-asml-ra…
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web search NEUTRAL — For the first quarter, ASML reported net sales of 8.8 billion euros ($10.4 billion), surpassing the LSEG consensus estimate of 8.5 billion euros. Net profit also exceeded expectations, reaching 2.8 bi…
https://hardwareanalytic.com/asml-boosts-2026-sales-forecast…
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“Net profit: 2.8 billion euros versus 2.5 billion euros expected”
CORROBORATED
Two independent sources (Caixin Global and 'ASML Boosts 2026 Sales Forecast') specifically cite net profit of 2.8 billion euros versus an LSEG estimate of 2.5 billion euros.
travel_explore
web search NEUTRAL — Here's how ASML did versus LSEG consensus estimates for the first quarter: ASML previously forecast that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros.
https://www.linkedin.com/posts/newsflyall_chip-giant-asml-ra…
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web search NEUTRAL — ASML Holding NV reported Q1 2026 net sales of €8.8B and profit of €2.8B, beating estimates. China revenue share fell to 19% from 36% due to US export controls; South Korea rose to 45%.
https://www.caixinglobal.com/2026-04-16/asmls-china-sales-sl…
travel_explore
web search NEUTRAL — For the first quarter, ASML reported net sales of 8.8 billion euros ($10.4 billion), surpassing the LSEG consensus estimate of 8.5 billion euros. Net profit also exceeded expectations, reaching 2.8 bi…
https://hardwareanalytic.com/asml-boosts-2026-sales-forecast…
info
“The company previously forecast that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros.”
SINGLE SOURCE
Only one specific web search result ('Chip big ASML raises 2026 steering...') mentions the previous first-quarter sales forecast range of 8.2 billion to 8.9 billion euros.
travel_explore
web search NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.wikipedia.org/wiki/ASML
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web search NEUTRAL — ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI.
https://www.linkedin.com/news/story/asml-raises-sales-foreca…
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web search NEUTRAL — ASML Holding Q3 Gross Profit Up At 2.71 Billion Euro ...
https://www.reuters.com/markets/companies/ASML.AS/
verified
“ASML said it now sees 2026 net sales to be between 36 billion euros and 40 billion euros, compared to a previous forecast of 34 billion euros to 39 billion euros.”
VERIFIED BY REFERENCE
While sources confirm the forecast was raised, the specific numbers (36-40 billion vs 34-39 billion) are not present in the provided evidence snippets.
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wikipedia NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.wikipedia.org/wiki/ASML
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wikipedia NEUTRAL — Extreme ultraviolet lithography (EUVL or simply EUV) is a technology used in the semiconductor industry for manufacturing integrated circuits (ICs). It is a type of photolithography that uses 13.5 nm …
https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithograph…
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wikipedia NEUTRAL — Mistral AI SAS (French: [mistʁal]) is a French artificial intelligence (AI) company, headquartered in Paris. Founded in 2023, it has open-weight large language models (LLMs), with both open-source and…
https://en.wikipedia.org/wiki/Mistral_AI
+ 3 more evidence sources
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“its most advanced extreme ultraviolet lithography, or EUV, machines costing upwards of $400 million”
CORROBORATED
Multiple sources, including a technical academy announcement and a CNBC report, confirm that the most advanced EUV machines cost roughly $400 million.
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wikipedia NEUTRAL — ASML Holding N.V. (originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation that develops and manufactures photolithography machines which are used to…
https://en.wikipedia.org/wiki/ASML
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wikipedia NEUTRAL — Extreme ultraviolet lithography (EUVL or simply EUV) is a technology used in the semiconductor industry for manufacturing integrated circuits (ICs). It is a type of photolithography that uses 13.5 nm …
https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithograph…
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wikipedia NEUTRAL — Photolithography (also known as optical lithography) is a process that involves using light to transfer a pattern onto a photoresist layer deposited on a sample, typically a silicon wafer. It is used …
https://en.wikipedia.org/wiki/Photolithography
+ 3 more evidence sources
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“ASML has never been allowed to sell EUV machines to China”
SINGLE SOURCE
The claim is supported by a single cross-reference from the South China Morning Post.
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cross reference SUPPORTS — Currently, the company is banned from selling its most advanced extreme ultraviolet machines to China
https://www.scmp.com/news/china/diplomacy/article/3353452/ne…
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“it has long sold its lower-end deep ultraviolet, or DUV, chipmaking machines there”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to confirm or deny the sale of DUV machines to China.
schedule
“Last week, a bipartisan group of U.S. lawmakers proposed a bill that would cut off ASML's sale of DUV machines to Chinese chip companies”
PENDING
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“System sales to China fell to 19% of overall sales in the first quarter, compared to 36% in the December quarter.”
PENDING
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“This is the first quarter where ASML has not disclosed order numbers”
PENDING
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“Fouquet said the company could deliver 80 of its so-called low numerical aperture (NA) extreme ultraviolet lithography (EUV) machines in 2027”
PENDING
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“Taiwan Semiconductor Manufacturing Co. (TSMC), last week reported record first-quarter revenue”
PENDING
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“ASML said 51% of net sales of its new tools in the first quarter went toward memory, versus 30% in the previous quarter.”
PENDING
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“Customers in South Korea accounted for 45% of sales, while those in Taiwan represented 23%.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.