ASML And TSMC Earnings: A Tale Of 2 Cities, Buy Both
19 hours ago · TSMC. Unlike ASML, AI chip demand is benefitting TSMC currently. TSMC is firing on all cylinders, and this was an extremely strong report. In US dollars, the company reported Q3 revenue of $23.50 ...
What the roller-coaster earnings at ASML and TSMC tell us about …
The latest bump in the AI road was a downbeat earnings report from ASML that sent its shares tumbling. But ASML's biggest customer, Taiwanese chipmaker TSMC, posted blockbuster results Thursday ...
TSMC bullish on outlook as AI boom blows Q3 profit past forecasts
1 day ago · TSMC, Asia's most valuable publicly listed company, said third-quarter revenue rose 36% year-on-year to $23.5 billion, better than the company's previous forecast of $22.4 billion to $23.2 billion ...
ASML cuts sales forecasts in Q3 earnings published early
3 days ago · ASML, Europe's biggest tech firm, is the leading supplier of equipment used to manufacture chips, with customers including AI chipmaker TSMC , opens new tab of Taiwan, as well as logic chip makers ...
TSMC, Tokyo Electron Plunge as ASML Shock Halts Chip Stocks …
2 days ago · Global Chip Stocks Shed $420 Billion as ASML Shock Halts Rebound. Magnitude of ASML’s forecast cut was a surprise, Citi says. Peer Tokyo Electron among worst hit stocks in Asia, down 10%. By ...
ASML to Ship Its $380 Million Chip Machine to TSMC This Year
Jun 5, 2024 · ASML to Ship Its $380 Million Chip Machine to TSMC This Year. TSMC has previously said ASML’s new machine is too expensive; Intel has already received its first high-NA EUV machine
ASML shares touch 1,000 euro mark amid optimism over customer TSMC
Jul 8, 2024 · ASML shares briefly crossed the 1,000 euro ($1,084.30) mark for the first time on Monday, an all-time high, following positive research notes on top customer TSMC ahead of both companies'...
ASML to ship its US$380 million tool to TSMC this year
Jun 6, 2024 · ASML to ship its US$380 million tool to TSMC this year. ASML Holding NV will ship its latest chipmaking machine to Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) this year.
TSMC Says ASML’s Most-Advanced Chip Machines Are Too …
May 14, 2024 · ASML Holding NV’s new advanced chip machines have a daunting price tag, according to Taiwan Semiconductor Manufacturing Co., one of the Dutch company’s biggest clients.
TSMC, ASML, two critical chip firms rally after Nvidia's earnings
May 25, 2023 · Key Points. Dutch firm ASML and Taiwan’s TSMC, two of the world’s most important semiconductor firms, got a share price boost after Nvidia’s earnings impressed investors.