Post #4102

🇹🇼🇺🇸🇯🇵🇩🇪TSMC AI Demand Drives Chip Stock Rally; ASML Valuation Soars Further TSMC announced a capacity shortage and significant investments driven by surging AI demand. The company projects record capital expenditure of $52-56 billion in 2026. TSMC's stock rose 5.3% following the report, with Q4 net profit at $16 billion and revenues at $33.7 billion. Revenue growth of approximately 30% is expected in 2026. TSMC plans to expand production in the US, Japan, and Germany to meet AI accelerator demand. ASML's stock surged, driven by TSMC's optimistic investment forecast, pushing its valuation above $500 billion. ASML is the sole producer of EUV lithography machines, critical for advanced chip manufacturing. TSMC's stock jumped 5.8% after another record quarter with a 35% profit surge, fueled by strong AI chip demand, while ASML's stock rose 6.4% following TSMC's higher-than-expected capital investment plans. Minas Tirith | 24/7 News channel | Updated