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27.01.26 - 08:48
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ASML vor Zahlen: Morgen ist es soweit! (Der Aktionaer)
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Die Spannung steigt: Morgen legt ASML seinen Jahresabschluss 2025 vor. Gleichzeitig wird der niederländische Chipausrüster einen Ausblick auf die kommenden Monate geben. Dann wird sich zeigen, ob Investoren in den vergangenen Wochen bei der Aktie zu viel Wachstum und Fantasie eingepreist haben....
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23.01.26 - 12:18
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ASML vor Zahlen: Kann der Highflyer liefern? (Der Aktionaer)
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ASML profitiert als einer der größten Ausrüster der Halbleiterindustrie mit seinen Systemen auf Basis des Belichtungsverfahrens mit extrem ultraviolettem Licht (EUV-Lithografie) von der steigenden Nachfrage nach Speicherchips für KI-Anwendungen. Die Aktie befand sich in den vergangenen Monaten im Rallymodus....
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15.01.26 - 14:33
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TSMC′s Bullish AI Outlook Prompts Goldman To Say ′Anyone Hoping For A Pullback Will Get Disappointed′ (ZeroHedge)
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TSMC's Bullish AI Outlook Prompts Goldman To Say 'Anyone Hoping For A Pullback Will Get Disappointed'
Europe's semiconductor stocks moved higher on Thursday, with ASML Holdings surging to a record high after Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 35% jump in fourth-quarter profit and signaled plans to boost capital spending by nearly 40% this year.
TSMC, a supplier to tech giants including Nvidia and Apple, raised its 2026 capex guidance to $52 billion to $56 billion, up from a previous estimate of $40 billion. Management also indicated that the three-year investment plan will be significantly higher, reducing the likelihood of a near-term pullback in spending.
"Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies," said Wendell Huang, Senior VP and CFO of TSMC. "Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.&...
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15.01.26 - 14:33
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Futures Jump As Blowout TSMC Earnings Reboot Tech Trade (ZeroHedge)
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Futures Jump As Blowout TSMC Earnings Reboot Tech Trade
US equity futures are higher led by Tech stocks which bounced back on Thursday after chipmaker TSMC revived confidence in the durability of artificial-intelligence demand, as signalling a strong outlook with $56BN in CapEx spending in 2026 (a 25% increase), restoring confidence in global AI growth and sending Europe's ASML to a record high. Silver dropped for the first time in 5 days from a record high as the US held off from attacking Iran and refrained from imposing import tariffs on critical minerals. As os 8:00am ET, S&P 500 futures were 0.4% higher with Nasdaq 100 contracts +0.7%. Pre-market, Mag 7 are all higher led by NVDA (+1.4%), AMZN (+0.7%), TSLA (+0.5%) and MSFT (+0.5%).Goldman Sachs and Morgan Stanley are also higher after reporting solid Q4 earnings. Bond yields are unchanged; The US dollar is 7bps higher. Commodities are mostly lower: oil fell 4.4%; silver is down 2.0%; metals are mostly lower today. Situation in Iran...
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15.01.26 - 06:06
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ASML CEO claims China′s EUV lags by 8 gen ahead of 4Q25 earnings (Digitimes)
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ASML, the Dutch semiconductor equipment leader and exclusive supplier of EUV lithography systems, is set to release its fourth-quarter 2025 and full-year financial results on January 28, along with its outlook for 2026. Recently, reports emerged claiming that China has developed a domestic EUV lithography machine, dubbed a "Manhattan Project" in the semiconductor industry, sparking concerns about potential impacts on ASML....
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14.01.26 - 09:24
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ASML-Aktie: Zahlen werfen ihre Schatten voraus (Der Aktionaer)
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Anfang September 2025 fiel beim niederländischen Chipausrüster ASML der Startschuss für eine dynamische Aufwärtsbewegung. Mittlerweile notiert die Aktie rund 75 Prozent höher – und markiert fast täglich ein neues 52-Wochenhoch. Ende Januar stehen der Jahresabschluss und der Ausblick auf der Agenda....
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