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

Stock Track

Jan 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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The company holds a monopoly on extreme ultraviolet (EUV) machines, making it a critical supplier to major chipmakers like Taiwan Semiconductor Manufacturing Company (TSMC).</p><p>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.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ASML","symbol_name":"阿斯麦","start_time":0,"source_url":"","article_id":"1145349129","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1145349129","pubTimestamp":1769580284,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"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...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASML":"阿斯麦"},"translate_title":"个股追踪|AI芯片需求强劲、台积电资本支出提振，阿斯麦控股飙升7.93%","themeId":"5dad77e4c7789ded78c4ea6217312c74","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1},"content_text":"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. 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