What ASML and TSMC Earnings Tell Us About Demand for AI …
5 hours ago · This makes TSMC a good bellwether for AI chip demand. TSMC reported a 54% rise in third-quarter net profit to a record 325.3 billion New Taiwan Dollars, or $10.1 billion. The forecast-beating ...
ASML earnings disappointment isn't a disaster for the AI chip sector
1 day ago · Wed, Oct 16, 2024, 5:14 PM EDT 5 min read. ASML's (ASML) disappointing earnings report on Tuesday fueled a widespread chip stock sell-off that dragged down Nvidia (NVDA) and others in the sector ...
ASML’s weakness flags limits of the AI boom | Reuters
1 day ago · Fouquet also walked back ASML’s bullish 2025 sales guidance range of between 30 and 40 billion euros to the bottom half of that range. The bad vibes were heard across the sector: chipmakers and ...
ASML Counts On AI-Related Orders to Revive Stock from Summer …
2 days ago · Citi analyst Andrew Gardiner is also expecting a boost to the shares, with ASML likely to reiterate its confidence for 2025, underpinned by the long-term opportunity from AI. “Investor sentiment ...
ASML’s Plunge Shows the Diverging Fortunes of Chipmakers From AI
1 day ago · ASML Holding NVhas lost more than €60 billion ($65.3 billion) in market value since it reportedweak orders for its chipmaking machines, forcing investors to reevaluate the health of the industry. The Dutch company fell as much as 5.8% Wednesday, after plunging 16% — the most in 26 years — the day before. ASML, with a monopoly on machines ...
ASML results could provide insight into AI, China demand
2 days ago · If achieved, a year-over-year increase in ASML's sales of its chipmaking systems will come as a sign of continued momentum in the AI industry following the launch of OpenAI's ChatGPT in Nov. 2022.
News of a Possible AI Chip Cap, ASML Sales Warning Hit
2 days ago · ASML predicted 2025 sales of EUR30 billion to EUR35 billion ($32.7 billion to $38.1 billion), which is in the lower half of the range of its previous guidance. New York-traded shares of ASML sank ...
ASML bookings surge as AI chip demand boosts purchases of its …
Jul 17, 2024 · ASML reported second-quarter earnings and sales that beat forecasts, as interest in AI chips drives up demand for the firm's semiconductor making equipment.
ASML Orders Beat Estimates as AI Demand Fuels Chip-Gear Giant
Jul 17, 2024 · ASML is increasingly driven by demand for high-powered chips needed for AI applications. “We currently see strong developments in AI, driving most of the industry recovery and growth, ahead of...
Dutch semiconductor giant ASML emerges as Europe's AI
Jan 26, 2024 · ASML’s revival in orders comes amid a race between major chipmakers to produce 2-nanometer chips, a next-generation technology that will make AI algorithms compute even faster. On top of...