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A Tale Of 2 Cities, Buy Both
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.
TSMC stock rallies on upbeat Q3 earnings fueled by strong AI chip demand
"Robust AI-related demand" led to strong Q3 earnings for the Taiwanese chipmaker that is building out a huge complex in Phoenix.
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.
ASML, Samsung
In Depth
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.
Samsung Delays ASML Equipment Deliveries for Texas Chip Factory Amid Customer Challenges
Samsung Electronics Delays ASML Equipment Deliveries Samsung Electronics has delayed the delivery of chipmaking equipment from ASML for its upcoming $17 billion factory in Taylor, Texas. According to sources,
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,
11h
ASML: Buy The Market's Over-Reaction - AI Market Trends Remain Robust
Financial article discussing ASML's recent stock drop, outlook on semiconductor market, and potential for upward re-rating in ...
1d
on MSN
Why ASML Holdings Plummeted This Week
Shares of semiconductor equipment leader ASML Holdings ( ASML 3.23%) plummeted 16.7% this week through Thursday trading, ...
4d
on MSN
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML said it expects net sales for 2025 to come in between 30 billion euros ($32.72 billion) and 35 billion euros, at the ...
3d
ASML: Why I Am Aggressively Buying The Crash
ASML's shares plummeted 16% after Q3 results. Despite net bookings miss, it achieved 20% Q/Q revenue growth and remained ...
2d
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 ...
3d
ASML Questioned by Dutch Regulator After Results Release Mistake
ASML Holding NV is in talks with the Dutch market regulator about the company’s erroneous publication of its financial ...
2d
ASML Reports Accidental Earnings Disclosure to Dutch Market Regulator
AMSTERDAM (Reuters) -Computer chip equipment maker ASML has informed the Dutch markets regulator of its accidental early ...
1d
on MSN
What's Going On With ASML Shares Friday?
ASML stock is moving higher on Friday. The stock might be rebounding after falling earlier this week on soft guidance which ...
3d
on MSN
ASML’s Tumble Fuels Questions About Chip Industry’s Prospects
ASML Holding NV has lost more than €60 billion ($65.3 billion) in market value since it reported weak orders for its ...
1d
on MSN
Exclusive-Samsung delays taking deliveries of ASML's 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 ...
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