Semiconductor equipment bellwether ASML delivered a strong beat: Q2 revenue of ~€9.3bn and GPM of 54%, both ahead of estimates. More importantly, its order visibility is exceptional — 2027 slots are nearly fully booked, with EUV orders for 2028 flooding in. The company raised its full-year revenue guidance to €43–45bn. As the global monopoly in lithography, ASML's order book is effectively a vote of confidence in this AI-driven capex cycle. The tailwind is rippling across the supply chain: fab expansions require not just lithography tools, but also deposition, etch, metrology, and advanced packaging equipment — making Applied Materials (AMAT) a core beneficiary. AMAT has already lifted its 2026 semiconductor equipment growth guidance from 20% to 30%+, with advanced logic, DRAM, HBM, and advanced packaging as the fastest-growing segments. From lithography to etch/dep, from AI to memory — how do you read this semiconductor upcycle? Share your take.

Semiconductor equipment bellwether ASML delivered a strong beat: Q2 revenue of ~€9.3bn and GPM of 54%, both ahead of estimates. More importantly, its order visibility is exceptional — 2027 slots are nearly fully booked, with EUV orders for 2028 flooding in. The company raised its full-year revenue guidance to €43–45bn. As the global monopoly in lithography, ASML's order book is effectively a vote of confidence in this AI-driven capex cycle. The tailwind is rippling across the supply chain: fab expansions require not just lithography tools, but also deposition, etch, metrology, and advanced packaging equipment — making Applied Materials (AMAT) a core beneficiary. AMAT has already lifted its 2026 semiconductor equipment growth guidance from 20% to 30%+, with advanced logic, DRAM, HBM, and advanced packaging as the fastest-growing segments. From lithography to etch/dep, from AI to memory — how do you read this semiconductor upcycle? Share your take.

ASML Earnings Beat: Halo Effect for Semiconductor Equipment Plays?

$Apple(AAPL.US) With AI giants and semiconductors facing an imminent market crash, institutions are scrambling to find safe havens. Apple is one. So it's quite normal to see a one-day blitz to build positions, two days of low-volume shakeouts, and then a one-day vertical surge—speed is of the essence in warfare. What's worth pondering is where the institutions moved the money from.

Apple

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