<div id="readability-page-1">TSMC’s revenue spike: TSMC’s May 2026 revenue rose 30% year-over-year to $12.93 billion, driven by strong AI chip orders from global tech giants. ASML lifts guidance: ASML raised its 2026 net sales forecast to €36–40 billion, citing solid AI-related infrastructure investments and robust EUV demand. AI-driven supply strain: Both firms see AI demand outpacing supply, with long lead times for new factory capacity keeping the market tight.</div>

ASML

TSMX

<p>TSMC's May 2026 revenue surged 30% YoY to $12.93 billion, driven by strong AI chip orders. Consequently, ASML raised its 2026 net sales forecast to €36–40 billion, citing robust EUV demand and AI infrastructure investments. Both companies highlight that AI demand is outpacing supply, with tight markets due to long lead times for new factory capacity.</p>

- TSMC’s May 2026 revenue increased by 30% year-over-year to $12.93 billion, fueled by high demand for AI chips from major tech companies.  
- ASML has raised its 2026 net sales forecast to €36–40 billion, reflecting strong investments in AI infrastructure and demand for EUV technology.  
- Both companies are experiencing AI demand that exceeds supply, resulting in long lead times for new factory capacities and a tight market.

Taiwan Semiconductor

Direxion Daily TSM Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

Defiance Daily Target 2X Short TSM ETF

Leverage Shares 2X Long ASML Daily ETF

Direxion Daily TSM Bear 1X Shares

GraniteShares 2x Long TSM Daily ETF

Direxion Daily ASML Bull 2X ETF

GraniteShares YieldBOOST TSM ETF

YieldMax TSM Option Inc Strat ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

TSMC revenue surge strengthens ASML growth outlook