ASML's AI Chip Boom: Will Demand Turn Into Revenue?
Update: 2025-10-14
Description
Will ASML's Q3 earnings confirm an AI-driven chip boom? Big Tech's AI deals have fueled a 32% stock surge, but can ASML deliver? Investors eye new equipment bookings exceeding €5 billion, while questioning if chipmakers like TSMC and SK Hynix can meet the soaring AI chip demand. The $300 million machines with year-long wait times create a high-stakes gamble for ASML's customers. Is ASML ready to capitalize on this AI wave?
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