ASML’s 3rd quarter (Q3) beat on net bookings €5.4 billion (US$6.27B) signal positive for TSMC’s earnings today (10/16), media report. TSMC, ASML’s top customer, is world’s biggest EUV lithography user, with 60% of all EUV machines, about 200, and TSMC had planned +60 more in 2024-2025. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) #semiconductors
Source: Dan Nystedt
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