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ASML, TSMC
What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.
ASML And TSMC Earnings: A Tale Of 2 Cities, Buy Both
Both ASML and TSMC are rated 'Buy' due to their monopolistic dominance and reasonable forward P/Es around 30x. Learn more about both companies here.
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong demand driven by smartphones and AI,
19h
on MSN
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
DMR News (English) on MSN
30m
TSMC Reports Strong Profit Growth Fueled by AI Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to announce a significant third-quarter profit increase, driven by ...
7h
Leading chip maker TSMC reports surging demand, plans for global expansion
Longer-term, TSMC is pursuing a rapid international expansion. It’s planning more plants in Europe with a focus on the market ...
Digi Times
1d
ASML soon to negotiate 2025 quotes with TSMC
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the ...
12h
on MSN
Chip stocks rally after TSMC's strong sales forecast calms growth worries
Two days after a broad semiconductor-stock sell-off driven by a light forecast from the Dutch firm ASML, chipmakers rallied ...
1h
on MSN
ASML stock: Buy, sell or hold?
The semiconductor equipment maker doused hopes for a quick recovery in 2025. The post ASML stock: Buy, sell or hold? appeared ...
1d
on MSN
ASML warning shocks global chip investors
Investors and analysts are reviewing their assessments of computer chip equipment maker ASML, they said on Wednesday, after ...
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