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ASML Holding NV (NASDAQ:ASML) CFO Roger Dassen explained the impact he expects the tariffs to have on the company in 2025 during an analyst call.
What Happened: On Tuesday, following ASML’s first-quarter earnings, Dassen answered questions regarding the tariffs and their impact on the company’s performance.
While stating that the situation was still quite dynamic, Dassen outlined the potential fallout that he foresees across four key areas of the company's supply chain.
The first category he says is the tariffs imposed on complete system shipments into the United States. Followed by tariffs on the parts and tools required for field operations within the U.S., which is the second category.
Third is tariffs on the material imports that ...