Paid articlePaywallASML raises 2026 outlook on AI chip boom:
Europe’s most valuable company says customers are accelerating expansion plans
ft.com/content/729b49cc-b897-496d-93ca-2792b247577d
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field that develops and studies software enabling machines to exhibit intelligent behavior
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NL Times Nov 10
Trade unions abandon talks with ASML as reorganization drags on: Trade unions have cut off talks with ASML, claiming that the chip machine maker is not honoring ...
nltimes.nl/2026/11/10/trade-unions-abandon-talks-asml-reorganization-drags
Paid articlePaywall Watch ASML Raises Full-Year Sales Outlook - Bloomberg: ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts ...
bloomberg.com/news/videos/2026-10-14/asml-raises-full-year-sales-outlook-video
Paid articlePaywall Chip bellwether ASML says customers are already asking to place orders — for 2030
marketwatch.com/story/chip-bellwether-asml-says-customers-are-already-asking-to-place-orders-for-2030-b3aa1a90
dpaq.de Oct 09
WTO more than doubles global trade forecast, driven by AI boom ｜ DPA: The World Trade Organization (WTO) has more than doubled its growth forecast for global ...
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ASML Warns Trump on China Chip Restrictions - ASML Holding (NASDAQ:ASML): ASML CEO Christophe Fouquet warns that excessive China restrictions could accelerate ...
benzinga.com/trading-ideas/long-ideas/26/09/62024081/asml-china-trump-warning
Paid articlePaywall ASML says it sold 'absolutely nothing' in Europe in 2026 — lithography giant calls on EU to help create demand
tomshardware.com/tech-industry/semiconductors/asml-says-its-sells-absolutely-nothing-in-europe-calls-on-eu-to-help-create-demand
ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC: TOKYO -- The Japanese unit of Dutch semiconductor equipment company ASML plans to ...
asia.nikkei.com/business/tech/semiconductors/asml-to-expand-japan-workforce-to-aid-next-gen-chipmakers-rapidus-tsmc
ASML’s China chip threat looks overdone: A Shanghai firm has built machines similar to ASML's novel versions, which knocked €55 bln off the Dutch group’s value ...
reut.rs/4yLfzjJ
Barron's Jul 27
Paid articlePaywall Sandisk, ASML, and More Chip Stocks Tumble as China Plays Disruptor: Sandisk and other chip stocks sink as China plays the role of industry disruptor on Monday.
barrons.com/articles/sandisk-asml-chip-stocks-cxmt-china-fd971457
Could AI chip boom make ASML Europe's first trillion-dollar firm?: The global artificial intelligence boom has propelled ASML to the top of Europe's stock market ...
reuters.com/business/media-telecom/could-ai-chip-boom-make-asml-europes-first-trillion-dollar-firm-2026-07-20/
Barron's Jul 17
Paid articlePaywall Chip Stocks, Tech IPOs, and Wildfire Smoke Are All Clouding the Outlook: The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest ...
barrons.com/articles/tech-chip-stocks-ipos-ai-selloff-e9257eb1
ASML raises 2026 guidance second time, beats Q2 earnings: The Dutch chip equipment maker now expects full-year net sales of €43 billion to €45 billion ...
dlvr.it/TTYxbB
ASML raises 2026 forecast, expands capacity on AI chip demand
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Intel bets on comeback with new CPUs for data centers, robotics: TAIPEI -- Intel is rolling out a new central processing unit (CPU) for data center servers as ...
asia.nikkei.com/business/tech/semiconductors/intel-bets-on-comeback-with-new-cpus-for-data-centers-robotics
ASML Raises Annual Target – AI Boom Drives Revenue and Order Intake: In the first quarter of 2026, ASML achieved surprisingly high revenue and profits ...
wiwo.de/unternehmen/industrie/asml-hebt-jahresziel-an-ki-boom-treibt-umsatz-und-auftragseingang/100217039.html
ASML stock: Will the rally really continue?: ASML reports record order intake of €13.2 billion, driven by AI demand; share price reaches new highs.
deraktionaer.de/artikel/aktien/asml-aktie-geht-die-rally-wirklich-weiter-20394403.html
TSCM: Taiwanese chip giant achieves unexpected jump in profits: Demand for chips continues unabated. The quarterly profit of industry leader TSMC grows by a ...
wiwo.de/unternehmen/it/tscm-taiwanischer-chip-riese-schafft-unerwarteten-gewinnsprung/100122198.html
Key FactsTSMC's Optimism Revives Chip Stocks Amid Tariff Concerns
Apr 17, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- TSMC's upbeat earnings forecast boosted share prices in Asia and Europe.
- Despite US tariff uncertainties, TSMC anticipates strong AI chip demand and stable customer behavior.
- TSMC shares have fallen over 20% this year due to concerns about trade policies.
- Geopolitical risks in Taiwan could significantly impact US tech firms reliant on Taiwanese manufacturers.
The threat of tariffs has weighed on TSMC stock.— Mark Hackett, chief market strategist at Nationwide in Philadelphia, discusses the uncertainties in the industry.
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