In January 2026, ASML Holding N.V. (ASML) delivered a financial performance that effectively silenced skeptics of the AI "bubble." The Dutch lithography giant reported a massive surge in orders, driven by the insatiable global demand for artificial intelligence hardware. As the sole provider of the Extreme Ultraviolet (EUV) lithography machines required to manufacture the world’s most advanced semiconductors, ASML remains the "gatekeeper" of the digital age. Below is an in-depth analysis of the recent surge, the technical drivers behind it, and what it means for the 2026 semiconductor landscape. 1. The Record-Breaking Numbers The headline from ASML’s Q4 2025 earnings report (released late January 2026) was a staggering €13.2 billion ($15.8 billion) in net bookings. To put this in perspecti

Hi, Tigers 🐯You may have seen semiconductors keep surging right?The $S&P 500(.SPX)$ Semiconductor & Equipment Index is up around 45% year-to-date, making it one of the best-performing parts of the market so far.Money flow backs this up. $iShares Semiconductor ETF(SOXX)$ pulled in about $330 million over the past week, with shares outstanding up roughly 1.6%. At the same time, $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ remains very active, showing that short-term traders are still leaning bullish.The fundamentals aren’t lagging either. Global semiconductor sales hit a record in late 2025, with November reaching US$75.3 billion (+~30% YoY). Memory

I wait for a pullback for ASML

$ASML Holding NV(ASML)$ ASML's Q4 2025 results align closely with the details provided. The company reported Q4 net sales of €9.7 billion (record), gross margin of 52.2%, and net income of €2.8 billion. Full-year 2025 net sales reached €32.7 billion (up ~16% YoY implied) with a 52.8% gross margin and €9.6 billion net income. Net bookings in Q4 hit a record €13.2 billion (nearly double consensus expectations around €6.3 billion), including €7.4 billion from EUV systems; the year-end backlog stood at €38.8 billion (with ~€25.5 billion EUV). Revenue in Q4 included two High-NA EUV systems. 2026 growth appears locked in based on guidance and CEO commentary. ASML guided 2026 total net sales to €34–39 billion (roughly 4–19% growth from 2025's €32.7 billi

ASML's stock is currently trading at around $1,454.59, and analysts are optimistic about its future prospects. With a strong track record and growing demand for AI chips, the company's business is looking good. In fact, ASML recently received a surge of new orders, which is expected to boost their sales in 2026. They're even buying back some of their own shares, a sign of confidence in their own growth. While the stock market can be unpredictable, ASML's size and stability make it an attractive option for some investors. Some analysts predict the stock could reach $2,102.55 in the next year, but it's essential to do your own research and consider potential risks before making a decision. As a leader in the chip-making equipment industry, ASML is well-positioned to benefit from the growing

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ASML's Bookings Explosion: A Wake-Up Call for the Entire Semi Equipment Sector Global lithography leader $ASML Holding NV(ASML)$   has released its latest Q4 earnings, sending the stock soaring in pre-market trading. Let's look under the hood to see the true quality of this report. Three Things to Watch Net Bookings Explode: The Memory Sector Begins an Epic Expansion Wave ASML delivered a blowout number for Q4 net bookings at €13.16 billion. This represents an 86% year-over-year increase and a staggering 144% quarter-over-quarter jump, obliterating the market consensus of just €6.795 billion. Specifically, EUV bookings came in at €7.4 billion, up 147% year-over-year. The total backlog at the end of the quar

🧠 ASML Surges on AI Orders Is a Multi-Year AI Capex Supercycle Now Locked In? ASML just delivered one of the cleanest “cycle confirmation” quarters the semiconductor industry has seen in years — and the market noticed. Q4 net sales hit a record €9.7B, orders exploded to €13.2B (nearly 2× consensus), and EUV orders alone reached €7.4B, lifting backlog to €38.8B. Two High-NA EUV systems were already recognized in revenue — a milestone that quietly signals where the next decade of chipmaking is headed. Shares surged up to +10% after hours 📈 — not on hype, but on visibility. So the real questions now: • Is ASML entering a multi-year AI capex supercycle? • Or is this the point where investors should pause, not chase? Let’s break it down 👇 ⸻ 🚀 Why This Quarter Matters More Than the Headline Beat

Let's go! Looking great

Comprehensive Analysis of ASML Holding (ASML) Stock Price and Performance ASML's stock has performed well over the past year, with a 75% increase compared to the PHLX Semiconductor Sector index's 47% gains. On January 28, 2026, ASML's stock closed at €1269.4, with a daily change of +€56.8 (+4.68%). In the US market, ASML closed at $1454.59, with a daily change of +$41.24 (+2.92%). Financial Performance ASML reported stronger-than-expected bookings in Q4 2025, reaching €13.2 billion, which is nearly double the consensus estimates and significantly higher than the €5.4 billion in the previous quarter. This surge was driven by increased investment in AI chipmaking capacity. Key Financial Highlights: Q4 2025 Net Sales: €9.7 billion. Full-Year 2025 Net Sales: €32.7 billion. Full-Year 2025 Net I

Just now, lithography giant $ASML Holding NV(ASML)$ released its fourth-quarter earnings report, delivering explosive results. Pre-market shares surged as much as 5.47%, climbing above $1,454: As a result, semiconductor ETFs surged in premarket trading, with $VanEck Semiconductor ETF(SMH)$ climbing over 2.9%, $iShares Semiconductor ETF(SOXX)$ rising more than 3%, $Invesco PHLX Semiconductor ETF(SOXQ)$ gaining over 2.4%, and $Leverage Shares 2X Long ASML Daily ETF(ASMG)$ soaring by 10.1%! From an earnings standpoint, ASML’s fourth-quarter revenue came in at €9.72 billion, slightly

$ASML Holding NV(ASML)$  🚀

$ASML Holding NV(ASML)$ jdjdjdjdd

Based on short-term price targets offered by nine analysts, the average price target for TSMC comes to $358.78. The forecasts range from a low of $325.00 to a high of $430.00. The average price target represents an increase of 5.02% from the last closing price of $341.6

In long term the reshoring of cutting-edge chip manufacturing on American soil will affect TSMC's earning. The restoring also weaken TSMC's competitiveness

TSMC's record capital expenditure of $52-56 billion in 2026 is primarily aimed at expanding capacity to meet surging AI chip demand. Despite this significant investment, advanced-node supply is expected to lag demand for years. TSMC's Pricing Power TSMC is well-positioned to maintain and even increase its pricing power despite rising investment intensity. Dominant Market Position: TSMC is the world's largest contract chipmaker and dominates advanced chip fabrication, holding a 72% share in the global foundry market and over 90% market share for advanced AI chips. High Demand for Advanced Nodes: Demand for TSMC's 3nm process technology continuously exceeds supply, leading to sold-out fabrication lines and customers paying premiums for expedited manufacturing. TSMC has temporarily halted new

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