ASML Q2 system equipment sales-To The Moon - Tiger Brokers Online Investing Community - To The Moon

ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity

AI Trade Cools: SOX Drops 4.3%, TSMC Net Profit Surges 77% Yet Closes Lower — Hardware Oversold?

US AI trades broadly sold off Thursday: Nasdaq −1.47%, SOX −4.3%, TSMC closing lower despite Q2 net profit +77% YoY; memory, storage, and chips hit hard as VIX jumped 6.76%. But ASML's raised guidance shows AI-compute demand stays firm. The fear isn't collapsing demand — it's when hyperscaler capex becomes revenue and cash flow. As earnings beats fail to move stocks, the AI trade may be shifting from "chasing hardware" to "validating returns." Profit-taking, or a real capex inflection?

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Road to retirement
07-16 20:41
Road to retirement
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