Tag

#ai-chips

2 articles

ASML Q3 2026 results: record sales, and a warning that it cannot make enough machines for 2027 and 2028

ASML sold a record €11.7bn in the third quarter and said planned supply for 2027 and 2028 will not fully meet customer demand. Here is what that means for AI chips, what the filings show, and how the shares moved.

Dominik Studzinski 20 Oct 2026

Markets Analysis

TSMC Q3 2026 earnings: record profit, 44% growth this year, and why the shares still fell

TSMC beat its own forecast, raised its outlook and said it sees "no sign of slowdown" in AI demand. Its US shares fell anyway. Here is what the results say about AI chips, and what moved the stock.

Dominik Studzinski 19 Oct 2026