asml tsmc news - Search News

What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips

TSMC's blockbuster results should be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.

Seeking Alpha · 21h

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 · 16h

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,

ASML, Samsung

Reuters on MSN · 26m

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 yet to win any major customers for the project, three people familiar with the matter said.

devdiscourse · 11h

Samsung Delays ASML Equipment for Texas Factory Amid Lack of Clients

Samsung Electronics has postponed ASML chipmaking equipment deliveries for its Texas project due to no major clients, delaying the $17 billion factory's progress. The gap between Samsung and rivals like TSMC widens,

Seeking Alpha on MSN · 7h

Samsung delays taking shipments of ASML's chip making machines for new US plant - report

Samsung Electronics (OTCPK:SSNLF) has postponed taking deliveries of ASML's (NASDAQ:ASML) chipmaking machine for its upcoming facility in Texas as it has yet to get any major customers for the project,

12hon 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.

Digi Times1d

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 ...

3hon MSN

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

On Friday, Gene Munster shared his insights on the ongoing AI market dynamics after key Nvidia supplier Taiwan Semiconductor ...

NL Times2h

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 ...

14h

TSMC Shares Rise on Record Results, Strong Outlook Amid AI Boom

TSMC's high-performance computing segment, which includes AI chips, made up 51% of overall revenue in the third quarter. The company expects its revenue from AI-related servers and processors to ...

15hon 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 ...

12hon MSN

TSMC stock hits new high after forecast-beating earnings

The Taipei-listed shares of TSMC hit a record high on Friday after the world's largest contract chipmaker posted ...

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