Investors in the stocks of chip companies face serious calls after a restrained forecast from the key supplier of equipment, ASML Holding NV, which caused a global fall in this sector. According to Bloomberg, the total losses of the market value of the manufacturers of chip manufacturers, which are traded in the US and the largest Asian companies, have exceeded $ 420 billion.
The impact of the ASML forecast
The ASML shares, which decreased by 5% on Wednesday, responded to the company's warning to reduce forecasts, which stopped the increase in the stock index, which reached a three -month maximum. In particular, Nvidia Corp. Also, almost 5% fell on Tuesday, after earlier this week, they reached a record closure due to a decrease in fears about problems with the production of new products in the field of artificial intelligence.
ASML, a manufacturer of state -of -the -art chip machines, reduced the upper limit of its total net sales for 2025 from € 40 billion to € 35 billion ($ 38 billion). Although the reduction of the forecast was expected due to the slowdown in non-AI use and reducing the costs of Intel Corp., the scale of correction became a "unpleasant surprise", said the analyst Citigroup Inc. Athos Malik.
The situation was complicated by the lack of explanations, as the results were published earlier. Shareholders are accustomed to clear communication of the Investor Relations Department, which usually provides detailed information about business processes, ordering, booking, income and deliveries. Tuesday, ASML shares destroyed about € 50 billion market value, which has become one of the five largest one -day reductions in market capitalization in Europe's history.
