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Core Viewpoint - ASML faces significant uncertainty regarding its growth in 2026 due to tariff risks, leading to a sharp decline in its stock price following the release of its Q2 earnings report [2][3]. Group 1: Financial Performance - ASML reported Q2 orders for chip manufacturing machines amounting to €5.54 billion (approximately $6.44 billion), exceeding analyst expectations [2]. - The company has revised its sales growth forecast for the year to 15%, projecting revenue of €32.5 billion, down from a previous estimate of €30 billion to €35 billion [3]. Group 2: Market Reactions - ASML's stock price fell by 9.9% to $741.83 in early trading, while its shares in Amsterdam dropped by 7.7% [2]. - Other companies providing tools for chip manufacturing also experienced stock declines, with Lam Research down 4.1%, KLA down 3.1%, and Applied Materials down 3.8% [4]. Group 3: Industry Context - ASML's clients include major semiconductor manufacturers such as TSMC, Samsung, and Intel, indicating its critical role in the semiconductor supply chain [3]. - The potential imposition of a 30% tariff on EU imports by the U.S. could significantly increase costs for ASML when supplying equipment to American clients, undermining the U.S. goal of self-sufficiency in chip manufacturing [3].