ASML, the world's biggest supplier of computer chip-making equipment, warned on Wednesday that it may not achieve revenue growth in 2026 as chipmakers building factories in the U.S. await clarity on the potential impact of tariffs.

Uncertainty in tariff talks has spurred chipmakers in the U.S. to delay finalizing investments, CFO Roger Dassen told journalists on a media call.

Shares in ASML fell as much as 10.5 per cent and were on track for their worst day since October, dragging peers ASM, BESI, Soitec lower as well.

Investors dumped the shares even as the Dutch group's net bookings, the most closely watched figure in the industry, came in 25 per cent above expectations at 5.54 billion euros ($6.4 billion). Analysts consensus estimate was 4.44 billion euros, according to researcher Visible Alpha.