ASML Posts Record Revenue but Shares Slip — Can TSMC Pick Up the Baton?

At midday Beijing time on October 14, ASML reported third-quarter revenue of €11.662 billion and net income of €4.96 billion, and its shares moved lower after the release. Revenue hit a record but came in slightly below the LSEG survey expectation of €11.85 billion. The full-year revenue guidance had only its lower end raised, with the upper end held at €45 billion. The company said supply in 2027 and 2028 will still struggle to meet customer demand. TSMC reports tomorrow. Is this high expectations being digested, or does the sector still need a fresh catalyst? Do you prefer equipment leaders or AI chips? Flexibly allocate across core U.S. tech equities and diversified RWA portfolios on Bitget — achieve efficient cross-asset allocation and precision risk hedging: https://www.bitget.com/promotion/futures-rwa