ASML

NVDA

00981

688981

<p>The global semiconductor industry's financial reports for the quarter reveal a significant divergence between the surging demand for AI chips and the shrinking market for non-AI chips. The performance of ASML and Taiwan Semiconductor indicates that companies that have not caught up with the AI trend are facing serious challenges. ASML's downward revision of its 2025 sales forecast reflects that the overall chip market is still in a phase of weak recovery</p>

- The global chip industry is experiencing a significant divide between companies benefiting from the AI boom and those not involved, as highlighted by ASML's disappointing Q3 results due to weak demand outside AI.  
- TSMC's optimistic revenue forecast for 2024, driven by AI demand, contrasts with ASML's struggles, indicating a strong market for AI-related chips while traditional sectors remain weak.  
- Analysts predict that the disparity in chip demand will persist, with AI-related companies like Nvidia continuing to thrive amid increasing investments in AI infrastructure.

The earnings season of chip companies has begun, with "polarization" sweeping the industry: AI chip demand surges while non-AI chips are sluggish