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ASML Q1 2026 Earnings: Why the Company Behind Every AI Chip Just Raised Its Outlook to €40 Billion

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ASML, the Dutch company that manufactures the machines required to produce the world’s most advanced semiconductors, just reported first-quarter earnings that beat expectations and raised its full-year 2026 outlook. The results confirm what many in the industry already suspected: the AI chip boom is not slowing down, and the companies that make the tools to … Read more

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TSMC Posts Fourth Straight Quarter of Record Profit: What the 50% Surge Tells Us About AI Demand

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TSMC, the world’s largest manufacturer of advanced AI chips, is about to report its fourth consecutive quarter of record earnings with a roughly 50% surge in net profit for Q1 2026. The numbers tell a clear story: the AI infrastructure boom is not slowing down, and TSMC is positioned at the center of it all. … Read more