[TECHNOLOGY] · Netherlands, United States, Taiwan · 99 sources

started 2 months ago · updated 2 months ago

Part of situation: ASML: AI demand surge meets US-China export tensions (36 clusters)

ASML posts strong Q2 2026 earnings, raises outlook amid AI‑driven chip demand

ASML earnings AI chip demand High‑NA EUV Intel Panther Lake TSMC profit

ASML reported second‑quarter 2026 revenue of €9.3 billion, a 6.4 % sequential increase, and net profit of €2.9 billion, surpassing analyst expectations. Gross margin rose to 54 % and the company lifted its full‑year sales guidance to €43‑45 billion with a 54‑56 % margin outlook, citing robust AI‑related demand for advanced chips. Management announced plans to expand capacity for both low‑NA EUV and immersion DUV systems by roughly 30 % in 2027, with a further increase under review for 2028.

Intel confirmed it is using ASML’s next‑generation High‑Numerical‑Aperture (High‑NA) extreme‑ultraviolet lithography machine to produce part of its Panther Lake laptop processors, marking the first high‑volume production use of the costly (≈ $400 million) tool. The move is intended to validate the technology’s economics and performance for future chips.

Separately, Taiwan Semiconductor Manufacturing Co. (TSMC) posted a 77 % year‑on‑year profit rise to TWD 706.6 billion (≈ US$22 billion) in the same quarter, driven by sustained AI chip demand. The company’s market value approached $2 trillion, underscoring its pivotal role in the AI semiconductor supply chain.

Sources

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2 months ago

ASML (ASML) Q2 2026 Earnings Call Transcript | The Motley Fool [www.fool.com]

2 months ago

Výrobce litografických zařízení ASML za 2Q | Akcie. cz [www.akcie.cz]

2 months ago

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2 months ago

Forecast: Taiwan Semiconductor's Stock Will Rise on July 17 - Total News [totalnews.com]

2 months ago

Intel turns to next-generation ASML tool to help make its laptop chips [www.businesstimes.com.sg]

2 months ago

Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights [www.marketbeat.com]

2 months ago

Chipkrieg eskaliert: TSMC zündet 265-Milliarden-Wette: Nvidia schaut genau hin [www.finanznachrichten.de]

2 months ago

Serie koersdoelverhogingen voor ASML - CashCow. nl [cashcow.nl]

2 months ago

ASML boekt belangrijke doorbraak: Intel gebruikt nieuwste chipmachine [newsbit.nl]

2 months ago

TSMC’s second-quarter profit seen hitting record on AI boom [wdez.com]

2 months ago

Intel begins using ASML's High NA tool for Panther Lake chips [thesheffieldpress.com]

2 months ago

ASML Eyes Strong Sales as IBM's Hardware Demand Surges [digitalchew.com]

2 months ago

KI-Boom treibt Nachfrage: Chiphersteller ASML erhöht schon wieder die Prognose [www.faz.net]

2 months ago

Intel turns to next-generation ASML tool to help make its laptop chips [jack1065.com]

2 months ago

Intel turns to next-generation ASML tool to help make its laptop chips [mix929.com]

2 months ago

ASML revê previsões em alta com procura por IA. Lucros disparam 22% [www.jornaldenegocios.pt]

2 months ago

ASML, de stralende Europese ster - The Asset [theasset.nl]

2 months ago

世界半導体売上高、2026年5月に過去最高を更新 AI需要を背景に15カ月連続で前月比増加 [global-net.co.jp]

2 months ago

Google's Pixel 11 may beat Apple's iPhone 18 to TSMC's 2nm chips - UN STORE [unstore.com.np]

2 months ago

TSMC-Aktie: Warum TSMC vor Donnerstag schon jubelt [www.sharedeals.de]

2 months ago

Taiwani kiibitootja teise kvartali käive kerkis rekordtasemele [www.aripaev.ee]

2 months ago

Najväčší výrobca čipov TSMC dosiahol rekordné tržby, dopyt naďalej rastie [hn24.hnonline.sk]

2 months ago

Tsmc anuncia US$ 100 bi extras no Arizona após lucro saltar 77% - SpaceMoney [www.spacemoney.com.br]

2 months ago

ASML thống trị thế giới chip: Siêu cỗ máy High NA EUV 165 tấn cập bến Mỹ, kích hoạt kỷ nguyên bán dẫn mới [soha.vn]

2 months ago

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity - SRN News [srnnews.com]

2 months ago

TSMC gana un 77,4 % más y bate un nuevo récord en el segundo trimestre ante el tirón de la IA [cincodias.elpais.com]

2 months ago

手機加價潮｜成本上升各大品牌今年陸續加價　傳 Xiaomi 17T 系列 8 月加約 8% | Techritual 香港 [www.techritual.com]

2 months ago

ASML 賺到盆滿缽滿還要漲價，最大客戶台積電強烈反對 [finance.technews.tw]

2 months ago

TSMC’s second-quarter profit seen hitting record on AI boom [wkzo.com]

2 months ago

TSMC’s second-quarter profit seen hitting record on AI boom [wxerfm.com]

2 months ago

TSMC’s second-quarter profit seen hitting record on AI boom [wixx.com]

2 months ago

NCAB Group's PCB supply chain outlook – May 2026 · EMSNow [www.emsnow.com]

2 months ago

Intel im Aufwind: KeyBanc setzt auf 18A, Nova-Lake und Server-CPUs [www.it-boltwise.de]

2 months ago

ASML incrementa sus beneficios un 22% hasta junio de 2026 [theofficer.es]

2 months ago

ASML hæver forventninger igen: AI-boom sender aktien op til 7 pct. - NPinvestor x Netposten [npinvestor.dk]

2 months ago

RayHaber - Intel’den Çip Üretiminde Devrim [rayhaber.com]

2 months ago

ASML revoit à la hausse ses prévisions annuelles alors que l'essor de l'IA stimule la demande en puces [fr.businessam.be]

2 months ago

„Haben versagt“: IBM-Aktie erlebt tiefsten Absturz ihrer. . . [www.diepresse.com]

2 months ago

Le secteur de la conception électronique en forte croissance au T1 2026 [www.electronique-mag.com]

2 months ago

ASML Raises 2026 Revenue Forecast on Strong AI Chip Demand [www.electronicsforyou.biz]

2 months ago

ASML gana un 27% más y supera las expectativas "Su posición es única en el mundo" [www.finect.com]

2 months ago

ASML alza stime vendite annuali grazie a domanda AI - Borse. it [www.borse.it]

2 months ago

Intel turns to next-generation ASML tool to help make its laptop chips [kelo.com]

2 months ago

Semiconductor Equipment Market to Hit Record $165. 9 bn in 2026 as AI Fuels Chip Manufacturing Investments - TelecomLead [telecomlead.com]

2 months ago

ASML: l’Europa possiede l’azienda più strategica del mondo? [www.investiremag.it]

2 months ago

AI芯片热潮推高全球EDA营收：一季度同比增长12. 7% - CNMO科技 [internet.cnmo.com]

2 months ago

Electronic System Design Industry Revenue Up 13% in 1Q 2026 - EE Times Asia [www.eetasia.com]

2 months ago

TSMC expande capacidade em Taiwan para atender à demanda de IA [contilnetnoticias.com.br]

2 months ago

TSMC'den rekor yapay zeka geliri! - Sanayi Gazetesi [sanayigazetesi.com.tr]

2 months ago

Yapay zeka talebi TSMC'ye ikinci çeyrekte rekor gelir getirdi - Sözcü Gazetesi [www.sozcu.com.tr]

2 months ago

TSMC sales surge 36% in fresh sign of AI spending momentum [www.businesstimes.com.sg]

2 months ago

Fotonica e stampa 3D il ruolo di Coherent nei data center per l’AI – Stampare in 3D [stamparein3d.it]

2 months ago

Bericht: Apple sieht eigene Server-Hardware als KI-Schwachstelle – und will auf Einkaufstour gehen [www.mactechnews.de]

2 months ago

TSMC alza previsioni su ricavi e capex grazie a domanda di chip AI | WSI [www.wallstreetitalia.com]

2 months ago

TSMC: Ετήσιο άλμα 77,4% στα κέρδη β’ τριμήνου – Ξεπέρασε τις εκτιμήσεις χάρη στη ζήτηση για AI chips [www.newmoney.gr]

2 months ago

TSMC mit Quartalszahlen: Erwartungen übertroffen, Capex höher [finanzmarktwelt.de]

2 months ago

ASML says AI chipmaking bottlenecks are beginning to ease as it expands capacity - Cryptopolitan [www.cryptopolitan.com]

2 months ago

Semiconductor stocks tumble across Asia as AI rally hits a wall [cryptobriefing.com]

2 months ago

“메모리 퍼펙트 스톰”…ASML, 삼전닉스서 장비 매출 43% 나왔다 [biz.heraldcorp.com]

2 months ago

ASML naikkan proyeksi penjualan berkat kuatnya permintaan cip AI [www.antaranews.com]

2 months ago

TSMC’s second-quarter profit seen hitting record on AI boom [kelo.com]

2 months ago

General Compute (EUA): Recebe investimento de US$ 400 mi para infraestrutura de IA [diariodoestadogo.com.br]

2 months ago

Samsung acelera fábrica de chips para produzir 1 milhão de wafers por mês até 2029 | SempreUpdate [sempreupdate.com.br]

2 months ago

IA e semiconduttori trainano la domanda del trasporto aereo merci - pugliain. net [www.pugliain.net]

2 months ago

馬斯克Terafab成潛在需求來源艾司摩爾2027年EUV產能近售罄 | 鉅亨網 - 歐亞股 [news.cnyes.com]

2 months ago

Felső határ a csillagos ég: Európa legértékesebb tőzsdei cége saját megemelt várakozásait is magasan túlszárnyalja - Világgazdaság [www.vg.hu]

2 months ago

Aktie springt an: ASML blickt zuversichtlich auf 2026 - Geschäfte sollen sich weiter verbessern [www.finanzen.at]

2 months ago

الطلب على الذكاء الاصطناعي يرفع توقعات مبيعات شركة إيه إس إم إل [arabic.euronews.com]

2 months ago

Euroopan arvokkain yhtiö ASML päihitti odotukset [www.tivi.fi]

2 months ago

ASML mit starken Zahlen: Unternehmen hebt Prognose an, Aktie geht steil [www.boersennews.de]

2 months ago

ROUNDUP: KI-Boom treibt Chipausrüster ASML noch stärker an - Eurostoxx-Spitze [www.finanztreff.de]

2 months ago

KI-Boom treibt Chipausrüster ASML noch stärker an | cash [www.cash.ch]

2 months ago

400 milyon dolarlık çip makinesi üretime girdi - Dünya Gazetesi [www.dunya.com]

2 months ago

ASML: Νέα αναβάθμιση προβλέψεων χάρη στην έκρηξη της AI [www.naftemporiki.gr]

2 months ago

Intel turns to next-generation ASML tool to help make its laptop chips [kfgo.com]

2 months ago

Chip toolmaker ASML expected to shine light on capacity and China challenges [wsau.com]

2 months ago

TSMC seen riding AI boom to fifth straight quarter of record profit [wtvbam.com]

2 months ago

台積電CoWoS產能真的塞爆了！傳NVIDIA下一代晶片將轉交英特爾封裝，台灣封測廠也大賺 [www.techbang.com]

2 months ago

Apple shares hit new all-time closing and intraday highs [macdailynews.com]

2 months ago

NASDAQ index leads the stocks to the downside [investinglive.com]

2 months ago

Svjetske isporuke mobitela oštro pale u drugom tromjesečju [glas-slavonije.hr]

2 months ago

Apple (AAPL) Stock Hits All-Time High: Wall Street's Next Target? [watcher.guru]

2 months ago

Svijet kupuje manje mobitela nego ikad u 13 godina: Kriza čipova mijenja tržište [www.glasistre.hr]

2 months ago

Svjetske isporuke mobitela oštro pale: Za sve je kriva umjetna inteligencija [www.tportal.hr]

2 months ago

Apple-Aktie erreicht Rekordniveau › Macerkopf [www.macerkopf.de]

2 months ago

TSMC Shares Rise as June Sales Surge a Historic 68% Amid Strong AI Chip Demand Ahead of Earnings [www.ibtimes.com.au]

2 months ago

Ventas de junio de TSMC disparan ingresos un 68% antes de resultados [es.euronews.com]

2 months ago

TSMC dispara sus ventas un 36 % y confirma el auge del gasto en inteligencia artificial [www.businessinsider.es]

2 months ago

AI ludilo puni blagajne: Najveći proizvođač čipova na svijetu ostvario golem rast prihoda. . . [www.24sata.hr]

2 months ago

Barco NV (BCNAY) Q2 2026 Earnings Call Transcript | Seeking Alpha [seekingalpha.com]

2 months ago

ASML Shares Rise After Second 2026 Forecast Upgrade on AI Chip Demand [www.analyticsinsight.net]

2 months ago

Intel ships first commercial chips built with next-gen lithography [interestingengineering.com]

2 months ago

IA pressiona e ASML planeja ampliar a produção de máquinas para fabricar chips [canaltech.com.br]

2 months ago

AKTIEN IM FOKUS 3: Deutsche Chiptitel profitieren nur kurzzeitig von ASML [www.finanzen.net]

2 months ago

EDA Revenue Up 12. 7%; APAC Roars Back [semiengineering.com]

2 months ago

Blase oder nicht?: Zahlen von TSMC zeigen, wie es um KI steht [www.finanznachrichten.de]

2 months ago

Apple Stock Hits Record Territory as Traders Sour on AI Spending [www.macrumors.com]

2 months ago

Άλμα 68% στα έσοδα της TSMC - Ο μεγαλύτερος κατασκευαστής microchip στον κόσμο [www.cnn.gr]

2 months ago