Financial Forecast1Q24 Guide: Revenue at €5.0B-€5.50B compares to analyst estimates of €6.9B, suggesting a potential shortfall in expected financial performance.
Geopolitical TensionsGeopolitical tensions, such as technology bans affecting China, could limit ASML's customer base and sales, as evidenced by China's significant contribution to total sales.
Supply Chain RisksSupply chain disruptions pose a risk to ASML's operations, as the dependency on critical suppliers like Zeiss could lead to potential manufacturing halts if issues arise.