TSMC and ASML Deliver Strong Results, Doubling Down on AI Growth

Stay ahead of supply chain trends—track weekly, monthly, quarterly, and yearly semiconductor equipment order activity, with insights on strong earnings from TSMC and ASML amid ongoing macroeconomic uncertainty.

This report accompanies the Industry Performance Data Table. Semiconductor equipment order activity slightly increased last week. TSMC and ASML kicked off the semiconductor earnings season with strong performances and guidance, signaling resilience amid persistent macroeconomic uncertainty.

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