Financial PerformanceASML reported 1Q24 system bookings of ~€3.61B versus a record €9.2B in the previous quarter, signaling a significant decline in demand or potential market saturation.
Geopolitical RisksGeopolitical tensions, such as technology bans affecting China, could limit ASML's customer base and sales, potentially impacting revenue growth.
Supply Chain RisksSupply chain disruptions pose a risk to ASML's operations, which could lead to potential manufacturing halts and affect the company's ability to deliver products on time.