Ge Long Hui A P P·2026-01-09 10:52Group 1 - The core viewpoint of the article highlights the positive impact of TSMC's better-than-expected revenue announcement on ASML's stock price, reflecting investor confidence in the semiconductor equipment sector [1] - TSMC, as a major client of ASML, reported a projected revenue of NT$3.809 trillion (approximately $120.69 billion) for 2025, representing a nearly 32% increase compared to 2024, which exceeded FactSet's forecast of NT$3.797 trillion [1] - The strong performance of TSMC and other semiconductor manufacturers is likely to lead to increased purchases of equipment from companies like ASML, contributing to a 4.8% rise in ASML's stock price [1] Group 2 - Smaller competitor ASM International also saw a stock price increase of 3.3%, indicating a broader positive sentiment in the semiconductor equipment industry [1]