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Last week, ASML (NL:ASML) emerged as an early casualty of Trump’s tariffs, with its shares lurching 5% lower. This is just the latest jolt in a 42% share-price slide since last July as the group has felt the bite from government restrictions on sales to China and a stalled recovery in demand for non-AI chips.
Yet despite the falls, the Dutch semiconductor equipment maker has got more popular with the top portfolio managers tracked by Citywire. This month, the company has become the second top stock in the EMEA region based on backing from Elite Investors.
