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    Nieuwsuus China Export Report Could Be A Game Changer For ASML Holding (ENXTAM:ASML)

    Simply Wall St·12/10/2025 23:30:07
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    • Recently, Dutch program Nieuwsuur reported that ASML had supplied parts to a Chinese firm allegedly linked to the country’s military, prompting the company to reiterate that all exports either fall outside licensing rules or have been cleared by the Dutch government.
    • This raises fresh questions for investors about ASML’s exposure to geopolitics and export controls at a time when its technology is central to advanced chip manufacturing.
    • Next, we’ll examine how heightened scrutiny of ASML’s China-related exports could influence its existing investment narrative around AI-driven lithography demand.

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    ASML Holding Investment Narrative Recap

    To own ASML, you need to believe that its EUV and High NA lithography tools remain essential to chipmakers as AI and advanced logic demand keeps growing. The Nieuwsuur report about a customer reportedly linked to China’s military reinforces that geopolitics and export controls remain the key near term risk, but ASML’s statement that all shipments comply with Dutch licensing rules suggests the immediate impact on its AI driven demand catalyst is limited.

    Against this backdrop, ASML’s ongoing share buyback program, with roughly €5,948 million spent to repurchase 8,896,432 shares by Q3 2025, is particularly interesting because it sits alongside robust revenue and earnings guidance and underlines how management is responding while geopolitical scrutiny builds.

    Yet, despite strong demand for AI related tools, the concentration of geopolitical and export control risks around China is something investors should be aware of...

    Read the full narrative on ASML Holding (it's free!)

    ASML Holding's narrative projects €39.6 billion revenue and €12.1 billion earnings by 2028. This requires 7.2% yearly revenue growth and an earnings increase of about €2.7 billion from €9.4 billion today.

    Uncover how ASML Holding's forecasts yield a €973.03 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    ENXTAM:ASML 1-Year Stock Price Chart
    ENXTAM:ASML 1-Year Stock Price Chart

    Eighty two Simply Wall St Community fair value estimates for ASML span roughly €573 to €1,000 per share, reflecting very different expectations. As you weigh those views, remember that tightening China related export controls could affect how quickly ASML’s EUV and High NA catalysts translate into future financial performance.

    Explore 82 other fair value estimates on ASML Holding - why the stock might be worth 39% less than the current price!

    Build Your Own ASML Holding Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.