{"id":37845,"date":"2026-08-13T21:57:26","date_gmt":"2026-08-13T21:57:26","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/37845\/"},"modified":"2026-08-13T21:57:26","modified_gmt":"2026-08-13T21:57:26","slug":"asml-stock-jumps-4-1-as-tsmc-revenue-reignites-tool-demand-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/37845\/","title":{"rendered":"ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

ASML Holding (NASDAQ:ASML<\/a>), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped<\/a> approximately 4.1% in Tuesday’s U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC’s (NYSE:TSM<\/a>) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more demand for the lithography systems that only ASML can supply at the technological frontier. <\/p>\n

ASML is already gearing up for that demand. Second-quarter sales hit 9.33 billion while net income reached 2.92 billion, and management expects third-quarter revenue of 11 billion to 12 billion. The company has also lifted its 2026 sales outlook to 43 billion45 billion, with annual gross margin expected at 54%56%. Take the 11.5 billion midpoint of third-quarter guidance and ASML is staring at roughly 23% sequential revenue growth. That is not a gentle semiconductor recovery. ASML is positioning for another leg of the AI infrastructure buildout, and TSMC’s latest numbers suggest its biggest customers may have plenty of reasons to keep spending. <\/p>\n

\"ASML<\/a> ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand \u00b7 us.finance.gurufocus <\/p>\n

But here is the catch: investors are already paying for a lot of that future. GuruFocus puts ASML at roughly $1,802.85 versus GF Value near $1,190, leaving the shares about 51% above that valuation benchmark. The business may be firing, but the stock is no bargain. At this price, booming AI demand is no longer enough; ASML needs booming demand plus execution. Orders need to convert. EUV capacity needs to ramp. Margins need to hold. TSMC’s 44.7% July surge keeps the bull case alive, but a 51% premium to GF Value raises the bar dramatically. ASML now has to grow into a valuation that is already betting heavily on the AI boom lasting. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed…\n","protected":false},"author":2,"featured_media":37846,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,301,1454],"class_list":["post-37845","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-asml-holding","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/37845","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=37845"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/37845\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/37846"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=37845"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=37845"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=37845"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}