ASML Holding (ASML) has long been a dominant player in the semiconductor industry, with its cutting-edge lithography machines essential for producing advanced chips. The stock has seen impressive growth over the past two years, rising approximately 60%.
However, recent developments have raised questions about whether it’s time for investors to reassess their positions. ASML shares have pulled back by about 28% since reaching their highs in July 2024, largely due to trade and export control tensions fueled by the Biden administration’s ongoing efforts to tighten regulations around semiconductor technology. These new clampdowns, specifically aimed at restricting China’s access to advanced chip-making equipment, have added a layer of uncertainty for the company.
