Stock Track | ASML Holding Soars 7.93% on Strong AI Chip Demand and TSMC's Capex Boost

Stock Track

01/28

ASML Holding NV's stock surged 7.93% during the night session, marking a significant upward movement for the semiconductor equipment leader.

The rally is driven by robust demand for ASML's cutting-edge lithography systems, which are essential for manufacturing the advanced semiconductors powering the artificial intelligence boom. The company holds a monopoly on extreme ultraviolet (EUV) machines, making it a critical supplier to major chipmakers like Taiwan Semiconductor Manufacturing Company (TSMC).

Investor sentiment received a further boost from TSMC's announcement of a substantial capital expenditure increase for 2026, with plans to spend between $52 billion and $56 billion. This expansion, heavily focused on advanced process development, signals continued strong orders for ASML's high-value equipment, positioning the company as a fundamental "picks and shovels" beneficiary of the ongoing AI infrastructure build-out.

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