$Taiwan Semiconductor Manufacturing(TSM)$
Chip, storage shares rose in overnight trading. SOXL, Wolfspeed up over 3%; SanDisk, Credo, Intel, Micron up about 2%.
ASML Holding rose 3%. The move came ahead of Wednesday’s report, with analysts looking for EUR8.90 billion revenue and EUR2.65 billion profit; Jefferies flagged a potential lift to 2026 sales guidance toward EUR38–EUR42 billion on strong EUV demand as TSMC and memory makers expand capacity, while investors watch commentary on China sales near 20% of 2026 revenue.
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