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business1d ago

ASML Stock Rises On Strong Orders, 2026 Outlook

https://www.investors.com/news/technology/asml-stock-q3-2025-earnings-report/https://www.cnbc.com/2025/10/16/tsmc-hits-yet-another-record-as-profit-surges-39percent-beating-estimates-on-ai-chip-demand-surge.htmlhttps://www.tomshardware.com/tech-industry/semiconductors/tsmc-posts-record-quarter-results-as-skyrocketing-ai-and-hpc-demand-drives-two-thirds-of-revenue-company-pulls-in-usd33-1-billion
Investors.com and 9 more
ASML Stock Rises On Strong Orders, 2026 Outlook Open in Investors.com
Highlights
  • OpenAI and Broadcom plan to build 10 gigawatts of custom chips to power more than 8 million U.S. households.
  • AI and HPC demand remain main sales drivers for TSMC, with strong growth expected through 2025.
  • AI-driven capex is expanding beyond a few players as memory and server demand lift semiconductor equities.

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References

TSMC profit surges 39% to beat estimates and hit yet another record on AI chip demand

https://www.cnbc.com/2025/10/16/tsmc-hits-yet-another-record-as-profit-surges-39percent-beating-estimates-on-ai-chip-demand-surge.htmlCnbc.com
TSMC profit surges 39% to beat estimates and hit yet another record on AI chip demand

TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion

https://www.tomshardware.com/tech-industry/semiconductors/tsmc-posts-record-quarter-results-as-skyrocketing-ai-and-hpc-demand-drives-two-thirds-of-revenue-company-pulls-in-usd33-1-billionTomshardware.com
TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion

Key facts: Samsung Electronics boosts KOSPI; partners with OpenAI; orders €3.6B from ASML

https://www.tradingview.com/news/tradingview:21e12aa94d18c:0-key-facts-samsung-electronics-boosts-kospi-partners-with-openai-orders-3-6b-from-asml/Tradingview.com
Key facts: Samsung Electronics boosts KOSPI; partners with OpenAI; orders €3.6B from ASML

ASML Orders Beat Expectations Amid AI Investment Boom

https://www.bloomberg.com/news/videos/2025-10-15/asml-orders-beat-expectations-amid-ai-investment-boom-videoBloomberg.com
ASML Orders Beat Expectations Amid AI Investment Boom

ASML gains on earnings beat, but warns of China sales decline

https://www.euronews.com/business/2025/10/15/asml-gains-on-earnings-beat-but-warns-of-china-sales-declineEuronews.com
ASML gains on earnings beat, but warns of China sales decline

ASML says prepared for China rare-earth rules as Q3 earnings beat expectations

https://www.proactiveinvestors.com/companies/news/1080408/asml-says-prepared-for-china-rare-earth-rules-as-q3-earnings-beat-expectations-1080408.htmlProactiveinvestors.com
ASML says prepared for China rare-earth rules as Q3 earnings beat expectations

ASML: Limited Downside Risk And Significant Upside

https://seekingalpha.com/article/4830307-asml-limited-downside-risk-and-significant-upsideSeekingalpha.com
ASML: Limited Downside Risk And Significant Upside

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

https://apnews.com/article/semiconductors-chips-tsmc-taiwan-trump-2231f2ea66b768a8231bdbd8863d46feApnews.com
Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

https://finance.yahoo.com/news/taiwanese-chipmaker-tsmc-sees-nearly-062221211.htmlFinance.yahoo.com

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