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A Tale Of 2 Cities, Buy Both

Business Insider on MSN · 23h

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.

Seeking Alpha · 19h

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.

Digi Times · 14h

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,

TSMC, chip stocks

Markets Insider on MSN · 1d

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 on Thursday on TSMC's strong results. TSMC itself climbed as much as 13% in New York trading, while major industry players Nvidia, Broadcom, and Micron each rose roughly 4% at intraday highs.

Reuters on MSN · 1d

U.S. chip stocks rally as TSMC's AI-backed outlook impresses investors

U.S. chip stocks rose on Thursday after industry bellwether TSMC's strong sales forecast boosted investor optimism about demand for processors used to power artificial intelligence applications. Taiwan Semiconductor Manufacturing Co,

Cryptopolitan on MSN · 1d

US chip stocks rally buoyed by TSMC’s strong sales forecast

On October 17, an increasing trend was seen in US chip stocks. This happened after TSMC released a sales forecast which gained investors’ attention about the demand for processors. These in-demand processors are used to power AI applications.

8hon MSN

Exclusive-Samsung delays taking deliveries of ASML chip gear for its new US factory, sources say

Samsung Electronics has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Texas as it has ...

11hon MSN

Nvidia Supplier TSMC Will Push Back Against ASML Rumored Price Hikes, Says Analyst — Potential Pricing Standoff Imminent In Semiconductor Industry?

Renowned analyst Ming-Chi Kuo has forecasted a potential pricing standoff in the semiconductor industry. What Happened: On ...

1don 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.

19h

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 ...

Cabinet sets export restrictions for ASML as Samsung delays orders with the company

ASML is one of the companies that are hit by new licensing requirements set by the Dutch government. Companies that want to ...

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 ...

1d

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 ...

5hon MSN

Samsung delays taking deliveries of ASML's chip gear for its new US factory

Samsung: ASML, the world's biggest chipmaking equipment supplier, cut its 2025 sales forecast on Tuesday, citing weakness in ...

3hon MSN

Gene Munster Predicts 'Bull Market Driven By AI' Amid TSMC's Stellar Performance

Munster took to X and emphasized the importance of focusing on the broader AI landscape rather than short-term fluctuations.

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