TSMC, ASML
What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
The latest bump in the AI road was a downbeat earnings report from ASML that sent its shares tumbling.But ASML's biggest customer, the Taiwanese chipmaker TSMC, posted blockbuster results Thursday.Analysts told BI it pointed to continued AI-chip growth in the short to medium term.
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.
Nvidia, Other Chip Stocks Gain After TSMC Touts 'Insane' AI Demand
Shares in Nvidia, Advanced Micro Devices, Micron and other semiconductor companies gained, after solid earnings from the world's largest contract chip maker. Taiwan Semiconductor Manufacturing reassur
Chip Stocks Rally as TSMC Earnings Point To Strong AI Demand
Key Takeaways Chip stocks rose Thursday after the world’s largest contract chipmaker, Taiwan Semiconductor Manufacturing Co., reinvigorated Wall Street’s AI enthusiasm. Better-than-expected quarterly results and a rosy financial outlook powered its shares higher,
TSMC Stock Gains on Earnings Beat. There’s Nothing Wrong With AI Chips.
Taiwan Semiconductor Manufacturing stock was rising after the company posted a big jump in profit and sales for the third quarter, beating analysts’ estimates. It’s a sign of strong demand for artificial-intelligence chips.
ASML Saved Moore’s Law. Then It Wrecked the Market.
The answer stems from Moore’s Law. Moore’s Law isn’t really a law, but rather a prediction in 1975 by semiconductor pioneer ...
Lithography systems: ASML's bookings and stock plummet
Chip manufacturers such as Intel are ordering fewer exposure machines from ASML. The Dutch company is being punished for this ...
ASML Stock: Buy, Sell or Hold?
At $730 per share, ASML stock looks reasonably valued at 27 times forward earnings. However, it could remain under pressure ...
ASML: Not All Surprises Are Good, But This One Is - Buy
ASML Holding's valuation compressed over the past 3 months, making for a more favorable risk-reward profile. Click for a ...
Fudzilla12h
ASML shocks Wall Street with financial guidance
Short term woes, woes and thrice woes The cocaine nose jobs of Wall Street choked on their aperitifs yesterday when computer ...
Why ASML Stock Was Sliding Again Today
Shares of ASML (NASDAQ: ASML) were falling for the second day in a row today. After the chip equipment maker accidentally ...
ASML shares plunge on lowered 2025 revenue forecast
ASML’s disappointing bookings likely also factored into its share price slump today. A company’s bookings data helps track ...
Business Insider20h
ASML Holding NV (0QB8): New Buy Recommendation for This Technology Giant
Chipmakers will require next-generation EUV lithography tools that have been in development by ASML to continue past the 10-nanometer process node. Read More on GB:0QB8: ASML NewsMORE Related ...
ASML cuts sales forecasts in Q3 earnings published early
The company said that despite a boom in AI-related chips, other parts of the semiconductor market are weaker for longer than ...
ASML: Timing Matters - Here's Why I'm Waiting
ASML stock plummeted 26% in two days due to earnings released early and disappointing guidance. Read more about ASML stock ...