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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 will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.
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 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.
1d
on MSN
ASML Chip Crash Is an Opportunity. Why Nvidia and AI Stocks Will Rally Back.
ASML’s outlook sparked an overreaction from investors. It’s creating another buying opportunity for AI stocks.
24m
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 ...
19h
ASML: Timing Matters - Here's Why I'm Waiting
ASML stock plummeted 26% in two days due to earnings released early and disappointing guidance. Read more about ASML stock ...
1d
on MSN
ASML Highlights Market’s AI Bubble Fears, but This Red Flag Would Rock Stocks. And 5 Other Things to Know Today.
U.S. banks beat earnings expectations as dealmaking returns, United Airlines shrugs off Delta’s gloom, and more news to start ...
1d
on 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.
2d
Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand
AI chip giant Nvidia (NVDA.O), which had briefly surpassed Apple as the world's most valuable company the previous day, ...
Digi Times
4h
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the ...
18h
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 ...
1d
ASML: Not All Surprises Are Good, But This One Is - Buy
ASML Holding's valuation compressed over the past 3 months, making for a more favorable risk-reward profile. Click for a ...
5h
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 ...
3d
on MSN
ASML Counts On AI-Related Orders to Revive Stock from Summer Dip
After a volatile summer, ASML Holding NV investors are hoping that its earnings report will underline the chip equipment ...
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