ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand but expects supply shortages through 2028. TSMC, which operates the fabs producing advanced 2nm and 3nm chips, is investing heavily in expanding its fab capacity to close the supply gap, with plans for multiple fabs worldwide and delayed adoption of some new tech until 2030. Investors should watch ASML's 2028 capacity plans and TSMC's fab expansions, including its Arizona facility, as key factors in meeting AI chip demand.
As ASML and TSMC navigate the challenge of meeting soaring AI chip demand, their stocks show notable activity on Pluang. ASML trades at USD 1,622.36 with a 3.24% decline, while TSMC is priced at USD 416.74, down 3.51% as of Oct 22, 2026, 20:02 WIB. Despite the sell pressure on TSMC with 61% of orders to sell, ASML sees stronger buying interest at 87%, reflecting differing investor sentiment on their growth and capacity expansion strategies.
ASML Holding N.V. issued a strong Q4 revenue forecast of €14.2–€15.2 billion, surpassing expectations and supporting a Strong Buy rating. The company benefits from high margins due to upgrade kit sales amid chip shortages and accelerated a €4.1 billi...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
ASML reported a record quarter but its stock fell 6.8% despite strong demand for its EUV lithography technology. The company’s dividend, often overlooked, grew 17% in 2025 with a payout ratio of about 30%, offering a modest yield around 0.52%. ASML g...
ASML Holding N.V. announced recent transactions under its ongoing share buyback program, repurchasing a total of 233,867 shares between October 12 and October 16, 2026. The shares were bought back at weighted average prices ranging from €1,444.83 to ...
