ASML reported strong Q2 2026 results with €9.3 billion in net sales and €2.9 billion in net income, surpassing guidance due to higher Installed Base Management sales. The company raised its 2026 total net sales forecast to between €43 billion and €45 billion, driven by increased demand for advanced chips fueled by AI investments. ASML plans significant capacity expansions for 2027 and 2028 to meet growing customer orders. The company also announced a €1.88 interim dividend and continued its share buyback program.
Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipmen...
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record monthly revenue of $16.35 billion for August, a 53.3% increase from the previous year and a 10.1% rise from July. The surge is driven by robust demand for chips used in artificial intellig...
Samsung has joined ASML's High-NA EUV system customers, alongside Intel, TSMC, and SK hynix, strengthening ASML's long-term growth prospects. ASML raised its 2026 revenue guidance twice, now expecting about 65 low-NA EUV systems and over 45% year-on-...
Intel's stock rose 5% following a milestone of processing over one million wafers using advanced High-NA EUV technology from ASML, positioning Intel years ahead in chip manufacturing innovation. ASML and Taiwan Semiconductor also gained 3% amid stron...
Canada has enacted retaliatory tariffs on $20 billion worth of U.S. goods, including steel, aluminum, dairy, and electronics, escalating an 18-month trade dispute. These tariffs range from 15% to 50% and affect key sectors, putting pressure on North ...
