Core Insights - ASML reported stronger-than-expected bookings due to increased orders driven by larger investments in artificial intelligence chipmaking capacity [1] Company Summary - ASML is the world's largest supplier of computer chip equipment [1] - The company is benefiting from a surge in demand for AI-related chip manufacturing [1]

Core Viewpoint - ASM International reported preliminary bookings exceeding market estimates for Q4 2025, driven by a recovery in orders from China [1] Group 1 - The company is a manufacturer of computer chip equipment [1] - The increase in bookings indicates a positive trend in demand within the semiconductor industry [1] - The rebound in orders from China is a significant factor contributing to the higher bookings [1]

Core Viewpoint - Dutch computer chip equipment supplier ASML has denied claims on social media that the company had been hacked, stating that these claims are untrue [1] Company Summary - ASML is a key player in the computer chip equipment industry, providing essential technology for semiconductor manufacturing [1]

Core Viewpoint - ASM International reported third-quarter bookings that fell below market expectations, primarily due to a significant decline in orders from Chinese chipmakers [1] Company Summary - ASM International is a manufacturer of computer chip equipment [1] - The company experienced a larger-than-expected drop in orders, particularly from the Chinese market [1] Industry Summary - The semiconductor industry is facing challenges, particularly with demand from Chinese chipmakers decreasing [1]

Group 1 - ASM International has reduced its revenue target for the second half of 2025 [1] - The announcement comes ahead of the company's investor day scheduled for Tuesday [1]