TSMC Just Delivered Incredible News for ASML Investors

TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a significant chunk of its 2026 capex to advanced process technologies.

The Motley Fool • 4 hours ago

ASML: Why The Next Growth Leg Depends On Post-2027 Demand

ASML is fully valued at current prices, yet I maintain a "Buy" rating due to anticipated AI-driven demand beyond 2027. Recent wafer fabrication equipment spending and TSM's CapEx increases signal robust, prolonged demand, supporting ASML's pricing power and future growth. Q4 2025 consensus expects $11.1 billion in revenue (+15.1%) and $8.73 EPS (+22.5%), with 2026-2027 growth hinging on management guidance.

Seeking Alpha • Jan 20, 2026

4 Top-Ranked Technology Stocks Set to Beat Q4 Earnings Expectations

Here, we have picked four technology stocks, SNDK, APH, ASML and GLW, which are likely to pull off earnings surprises this earnings season.

Zacks Investment Research • Jan 20, 2026

AMAT vs. ASML: Which Semiconductor Equipment Stock is a Better Buy?

Applied Materials' expanding HBM, NAND and advanced packaging tools contrast with ASML Holding's EUV-led shift in semiconductor patterning.

Zacks Investment Research • Jan 20, 2026

ASML Stock Can Hit $1,500, According to Pro

The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive AI data center builds pushing the fabs to ramp up on capacity expansions, it should be no surprise to see the broader basket of semiconductor names making up for lost time.

24/7 Wall Street • Jan 19, 2026

ASML Stock Drops Due to Trade War Worries. These Chip Companies Are Suffering Too.

ASML is arguably Europe's single most important exporter to the U.S.

Barrons • Jan 19, 2026

Our Top 10 High Growth Dividend Stocks - January 2026

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively, and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, and is suitable for investors in the accumulation phase.

Seeking Alpha • Jan 17, 2026

ASML hits record high on AI boost — and analysts see plenty of room to run

Dutch semiconductor equipment maker ASML on Friday held gains to hit record highs following Taiwanese chipmaker TSMC's strong earnings report. ASML is the world's only supplier of the complex photolithography machines needed to manufacture cutting-edge artificial intelligence chips.

CNBC • Jan 16, 2026

AI Tech Boom Supercharges ASML To Half Trillion Market Cap

On Thursday, ASML Holding NV (NASDAQ: ASML) stock hit a 52-week high, taking its market cap past the $500 billion psychological number.

Benzinga • Jan 16, 2026

TSMC's $56B AI Bet Just Made These 3 Stocks Millionaire Makers

TSMC just committed $56 billion to AI chip manufacturing capacity. That's not money disappearing into factories.

24/7 Wall Street • Jan 16, 2026