Strong ASML, TSMC Forecasts Signal AI Spending Boom Is Intact

ASML Falls Post-Earnings, Chip-Making Expansion Anchors Outlook

ASML saw some moderate selling after its latest earnings report, but the all-important chip equipment maker still has big-time tailwinds on its side.

TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies

Two of the biggest chipmakers, TSMC and ASML, failed to catch major tailwinds from strong earnings. It could be a bellwether for the chip industry as a whole.

Strong ASML, TSMC forecasts signal AI spending boom is intact

Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race to secure ​advanced chips needed for their artificial intelligence build-outs.

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

The post ASML and TSMC Just Told the Market AI Spending Isn’t Slowing Down appeared first on 24/7 Wall St.. ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the AI buildout has legs, the answer from the supply chain is a loud yes. The numbers from the chip ecosystem’s two most cr…

ASML, Group Eleven Resources, Aixtron – Europe with Game-Changing Potential

ASML – Strong Numbers Underscore Exceptional Position The Dutch technology company ASML reported a successful first quarter, thereby reinforcing its central role in the global technology sector. With net revenue of approximately EUR 8.77 billion and a profit of EUR 2.8 billion, the group seamlessly built on the excellent results of the previous quarter. A strong gross margin in the range of 51 to 53% points to high profitability. Although the ou…