Critical chip firm ASML posts lower-than-expected net bookings in first quarter

Group 1 - ASML, a Dutch semiconductor equipment firm, reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, missing the forecast of 4.89 billion euros [1] - The missed bookings suggest a potential slowdown in demand for ASML's critical chipmaking machines [1] - Global chip stocks have been fragile due to concerns over the impact of U.S. President Donald Trump's tariff plans on the semiconductor supply chain [1] Group 2 - The U.S. administration announced a temporary exemption for smartphones, computers, and semiconductors from reciprocal duties, but later created confusion regarding tariff exceptions for the electronics industry [2] - A federal government notice indicated that the U.S. Commerce Department is conducting a national security investigation into imports of semiconductor technology and related products, assessing the need for additional trade measures [2]