Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding experienced significant stock price increases following reports of optimism regarding TSMC's acquisition of advanced chipmaking machinery from ASML this year [1][4] Group 1: TSMC and ASML Developments - ASML's lithography technology, specifically the EXE:5000 system utilizing High NA EUV technology, is crucial for mass-producing semiconductor chips, enabling reduced process complexity in high-volume manufacturing [2][3] - ASML CFO Roger Dassen expressed optimism that commercial discussions with TSMC are nearing conclusion, indicating a positive outlook for future collaborations [3] - TSMC is actively involved in the High NA EUV lithography lab in the Netherlands, where it can access a prototype of the machine while awaiting its own systems [3] Group 2: Financial Outlook and Market Impact - ASML anticipates that its 2025 revenue will be in the upper half of its guidance, with strong demand expected to continue into 2026, bolstered by government-funded semiconductor fabs [4] - The Biden administration's CHIPS and Science Act is expected to benefit ASML, as it has already allocated billions to major players in the semiconductor industry, including TSMC [4] - ASML's stock rose by 8.9% to $1,034.96, while TSMC's shares increased by 6.4% to $162.26, with year-to-date gains of approximately 36% for ASML and 55% for TSMC [4]

Pixelbizz/iStock Editorial via Getty ImagesASML Stock Reversed Most Of Its April Losses ASML Holding (NASDAQ:ASML) investors still hanging on to their positions likely brushed off the initial post-earnings selloff attributed to weak bookings performance at its recent earnings report in late April 2024. Accordingly, ASML's Q1 earnings release indicated net bookings of €3.6B. Of which, €656M was linked to ASML's EUV lithography systems. However, ASML's net bookings metric fell markedly short of Wall Stree ...

ASML's technology is crucial in the manufacturing of high-powered chips.Artificial intelligence (AI) requires many different technologies. While some investors focus on the companies that are developing or deploying AI models, these businesses need hardware with the computing power to create and use those models.This is why stocks like Nvidia have such growth power: The company's GPUs are used by essentially every company involved in AI.There are alternatives to Nvidia, but all of those competitors have to ...

In the latest market close, ASML (ASML) reached $966.12, with a +0.86% movement compared to the previous day. This move outpaced the S&P 500's daily loss of 0.6%. At the same time, the Dow lost 0.86%, and the tech-heavy Nasdaq lost 1.08%.Coming into today, shares of the equipment supplier to semiconductor makers had gained 12.32% in the past month. In that same time, the Computer and Technology sector gained 7.76%, while the S&P 500 gained 3.15%.The investment community will be closely monitoring the perfor ...

Investors should look at the bigger picture as this semiconductor bellwether could step on the gas following some near-term softness.Semiconductor stocks have been in red-hot form on the market for more than a year now, but things haven't been all rosy of late. The PHLX Semiconductor Sector index picked up some momentum in May following a tepid performance in March and April, and that's not surprising as some major names in this sector have witnessed a pullback in their share prices, including ASML Holding ...

It’s understandable why most of investor attention in the chips space right now goes to Nvidia (NASDAQ:NVDA). The company continues to blow out earnings expectations and is the king of this space — no doubt.The thing is, there are plenty of other AI stocks to consider investing in right now. This is a sector as vast and diversified as one can invest in.That’s why I’m going to focus on three companies that stand a chance of carving out their own unique growth areas of the market right now. Here are three sem ...

ASML (ASML) closed at $934.25 in the latest trading session, marking a +1.29% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss of 0.74%. Elsewhere, the Dow lost 1.53%, while the tech-heavy Nasdaq lost 0.39%.Shares of the equipment supplier to semiconductor makers have appreciated by 3.36% over the course of the past month, underperforming the Computer and Technology sector's gain of 10.43% and the S&P 500's gain of 6.06%.Investors will be eagerly watching for the perfor ...

These AI chip stocks have skyrocketed. Now their lofty share prices make them due for a split.The artificial intelligence revolution has caused a growth surge for the technology's enablers, most of which reside in the semiconductor sector. In fact, the stock movements for these companies have been so strong that many now trade at very, very high stock prices, setting these AI beneficiaries up for a potential stock split.Stock splits don't create or destroy any value on their own. After all, if a company has ...

Pursuing long-term prosperity often leads one to investigate blue-chip stocks, which are industry leaders in stability, resiliency, and potential for long-term growth. Indeed, there are three major opportunities in this field. With its strategic focus on capacity expansion and technological progress, the first one may capitalize on emerging market opportunities. Moreover, its leadership in extreme ultraviolet (EUV) systems shows its technological superiority and revenue resilience.Conversely, the second is ...

(cid:30525)(cid:30523)(cid:30525)(cid:30527)年(cid:30523)(cid:30527)月(cid:30526)(cid:30523)日 作者 证券研究报告|公司研究|其他市场报告 刘牧野 分析师 SAC执业证书：S(cid:30523)(cid:30529)(cid:30527)(cid:30523)(cid:30528)(cid:30525)(cid:30525)(cid:30523)(cid:30527)(cid:30523)(cid:30523)(cid:30523)(cid:30524) 阿斯麦（ASML）(cid:30525)(cid:30523)(cid:30525)(cid:30527)Q(cid:30524) 业绩说明会： 邮箱：liumy@avicsec.com 刘一楠 研究助理 中国大陆需求强劲，存储订单明显回温 SAC执业证书：S(cid:30523)(cid:30529)(cid:30527)(cid:30523)(cid:30524)(cid:30525)(cid:30525)(cid:30523)(cid:30531)(cid:305 ...