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Could AI chip boom make ASML Europe's first trillion-dollar firm?
Reuters16d agoneutral
Could AI chip boom make ASML Europe's first trillion-dollar firm?

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

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Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?
Reuters16d agoneutral
Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

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TSMC sees multi-year demand for AI chips, ramps up Arizona investment
Reuters Videos16d agoneutralVIDEO
TSMC sees multi-year demand for AI chips, ramps up Arizona investment

<body><p>STORY: :: TSMC sees 'strong', 'multi-year' AI chip demand as it invests another $100 billion in its Arizona facilities</p><p>:: Taipei, Taiwan / July 17, 2026</p><p>:: Wendell Huang, TSMC Chief Financial Officer</p><p>"Our overseas expansion decisions are based on customer needs with a necessary level of government support. So we do see, we continue to see customers' strong demand, multi-year structured demand."</p><p>:: TSMC</p><p>"We also are very grateful for the support from the U.S. government: the federal, the state, and the city level. And therefore, we decided that -- and we're doing very well. We're very happy with our current status in Arizona -- so we decided to increase the investment in Arizona."</p><p>"There are physical constraints, the number of construction workers available, the infrastructures available. Those parts will -- some of that depends on -- we'll work closely with the government to solve these issues."</p><p>Chief Financial Officer Wendell Huang said on Friday (July 17) the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion, during an interview. He added that the company was very grateful for U.S. government support.</p><p>The pledge to expand in Arizona is a win for U.S. President Donald Trump, who has pushed for more chip-making at home. &nbsp;Trump has repeatedly accused Taiwan of stealing American semiconductor business. He has said that by the time he leaves office, the U.S. will have 50% of the world's semiconductor manufacturing capacity.&nbsp;</p><p>In total, current and planned projects will bring TSMC's Arizona footprint to 12 fabrication and advanced packaging facilities plus an R&D center. He did not provide a timeline for the latest investment.&nbsp;</p><p>At the same time, TSMC continues to invest at home, where it is building 13 leading-edge and advanced packaging fabs over the next several years.&nbsp;</p><p>Huang added that “the most leading-edge technology will stay in Taiwan" because of the need for close coordination between research and manufacturing teams when ramping up the company’s most advanced technologies. And overseas expansion would be considered once production had stabilized.</p><p>Asked if the company would consider raising money by selling new shares in the U.S., Huang said it would "not rule out issuing new bonds" if market conditions are favorable.</p></body>

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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
Reuters16d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top ‌executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is ‌why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — ​multi-year structural demand."

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Bloomberg17d agoneutral
Big Tech Needs to Justify AI Spending as Investors Dump Stocks

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

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Massive TSMC deal is huge stride for US in high-tech race
TheStreet17d agoneutral
Massive TSMC deal is huge stride for US in high-tech race

Washington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiwan Semiconductor Manufacturing Company (TSM) confirmed an additional $100 billion for its Arizona operations. That lifted its total US ...

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Morning Bid: Chips and ships
Reuters19d agoneutral
Morning Bid: Chips and ships

By Anna Szymanski July 17 (Reuters) - From the Editor Hello Morning Bid readers! We can’t seem to get away from semiconductors and straits.

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Bloomberg19d agoneutral
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

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TSMC hikes 2026 guidance as AI demand outpaces capacity
TheStreet19d agoneutral
TSMC hikes 2026 guidance as AI demand outpaces capacity

ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026 outlook for the second ...

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Stocks sink as chip rout deepens, oil set for weekly gain
Reuters Videos19d agoneutralVIDEO
Stocks sink as chip rout deepens, oil set for weekly gain

<body><p>STORY: A brutal selloff in chipmakers spread through global markets on Friday.</p><p>It led to a rout across Asia and also saw European shares open lower.</p><p>It follows a shift in investor sentiment about an AI-driven rally as they reassessed its durability.</p><p>Investors fled risk across Asia, which sent MSCI's broadest index of Asia-Pacific shares outside Japan down 2.7%.</p><p>While the Nikkei tumbled more than 5%.</p><p>Taiwan's stock market plunged more than 6% for its worst day since U.S. President Donald Trump's "Liberation Day" tariffs.</p><p>Hong Kong's Hang Seng Index also slid 2.5%.</p><p>The selloff came even as Taiwan's TSMC announced second-quarter profit that blew past forecasts earlier in the week.</p><p>Another AI-exposed firm in ASML also raised its sales forecasts earlier this week.</p><p>Markets in South Korea were closed on Friday for a holiday.</p><p>It came a day after authorities announced they would temporarily ban new listings of exchange-traded funds (ETFs) tied to certain major tech firms.</p><p>They will also raise minimum required deposits for retail investors to invest in such products as they try to lower&nbsp;volatility.</p><p>Oil prices were also on the rise in commodities.</p><p>Brent crude futures crept up 0.1% at just over $84 a barrel.</p><p>Iran said it launched fresh attacks on U.S. facilities in the Gulf on Friday.</p><p>That comes after a sixth consecutive night of U.S. strikes on Iranian military facilities.</p><p>Brent and U.S. crude futures were due to rise more than 10% each for the week.</p></body>

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💬 Money Quote: Spending Skepticism
The Wall Street Journal19d agoneutral
💬 Money Quote: Spending Skepticism

📣 "Concerns are brewing about whether these assets will remain technologically competitive long enough to generate attractive returns to justify the spend." — Susannah Streeter, chief investment strategist at U.

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Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower
Associated Press19d agoneutral
Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower

Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.

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Morning Bid: Chipped away
Reuters19d agoneutral
Morning Bid: Chipped away

A look at the day ahead in European and global markets from Rae Wee The global chip rout extended into Friday, with stocks in Taiwan and Japan bearing the brunt of the beating, while South Korean

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Wall St ends lower as chip weakness offsets solid earnings, data
Reuters Videos19d agoneutralVIDEO
Wall St ends lower as chip weakness offsets solid earnings, data

<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year.&nbsp;</p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>

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Here’s What Is Happening Behind the Market’s Swings, in Charts
The Wall Street Journal19d agoneutral
Here’s What Is Happening Behind the Market’s Swings, in Charts

The Nasdaq composite fell 1.5%, leading the session’s losses. Another quarter of solid earnings from Taiwan Semiconductor Manufacturing did little to mitigate a rough patch for chip stocks, with investors worried more about its spending plans than its bright outlook. Shares of chip makers from Santa Clara, Calif., to Seoul slid.

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Morning Bid: Damp Squib
Reuters20d agoneutral
Morning Bid: Damp Squib

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Another day, another test for chip stocks.

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