Weekly Recap: Export‑curb risk to ASML China shipments and UBS sales outlook

EU warnings that U.S. export curbs could block ASML's advanced lithography shipments to China have raised material sales and supply‑chain risk as ASML (EURONEXT:ASML) heads into a July 15 Q2 report, with UBS forecasting €36–40B 2026 sales and upside to 51–53% gross margin.

Previous Week Recap

• EU Warns U.S. Curbs Hit ASML: EU report warns U.S. export curbs may block ASML's shipments of advanced lithography gear to China, posing a material sales and supply‑chain risk for ASML traders.
• ASML Q2 Review; UBS Outlook: ASML (ASML) set to report Q2 on July 15; UBS expects 2026 sales €36–40B and gross margin 51%–53%, possible upside toward top end. Shares near €1,729, up ~0.5%.

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