TSMC still evaluating ASML's 'High-NA' as Intel eyes future use
1. TSMC is evaluating the timeline for using ASML's advanced machines. 2. This decision impacts ASML's sales and future growth in chipmaking.
FAQ
Why Bullish?
TSMC opting for ASML's machines should increase demand, positively affecting ASML's stock. Historically, ASML has seen price uplifts when major clients invest in its technology.
How important is it?
TSMC's relationship with ASML is crucial; any delay in using advanced machines could temporarily dampen ASML's sales outlook. However, long-term partnerships indicate sustained demand, supporting a strong outlook for ASML.
Why Long Term?
ASML's growth is tied to TSMC's adoption of advanced technology, which will take time. Positive growth trajectories in ASML typically align with TSMC's technological advancements and investments.