15 April 2026Top Stories
ASML lifts 2026 outlook on AI chip surge
ASML just raised its 2026 revenue guidance, confirming that AI chip demand isn't a bubble — it's a structural shift. The Dutch monopolist that makes the machines that make advanced semiconductors is seeing orders pile up as every tech giant races to build AI capacity. When ASML gets bullish, it means the entire chip supply chain from Taiwan to California is about to get busier. This is the closest thing to a leading indicator for tech capex spending.
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