ASML Holding NV announced it will ship its chipmaking machine to Taiwan Semiconductor Manufacturing Company (TSMC) this year, causing a significant surge in their stock prices. ASML shares rose by 9%, reaching €927.10, marking its best day since November 2022, while TSMC saw a 6.6% increase. ASML's CFO Roger Dassen expressed optimism about future orders from TSMC, further boosting investor confidence. This positive sentiment extended across the semiconductor market, with notable gains for other companies such as ARM Holdings (+4.9%), Advanced Micro Devices (AMD) (+4.4%), Super Micro Computer (SMCI) (+4.1%), Broadcom (AVGO) (+4%), and Nvidia (NVDA) (+2.9%). The semiconductor ETF, SMH, also experienced its second-best day in the last 12 months, rising by 4.87% on above average volume.
Large cap semis (> $10B mkt cap) 10 (of 27) were up by 5% or more today All on above average volume SMH +4.87%, 143% avg 10 day vol Only one is 5% above the prior high $NVDA 2 are < 2% > prior highs. 7 in bases. These are "start of a bigger move" moves. https://t.co/G1nd1DTAJq
$SMH 2nd best day in the last 12 months. ATH. $NVDA $AVGO $TSM $ASML +5% https://t.co/0RGAuzAh3o
$ASML +9%..best day since Nov 2022. #GRANOLAS https://t.co/FffJ2sUleG
🟩 Today's semiconductor market 🟩 $ASML: +7.3% $TSM +6.6% $ARM: +4.9% $AMD: +4.4% $SMCI: +4.1% $AVGO: +4% $NVDA: +2.9% https://t.co/iiXVy1K9lS
🟩 Today's semiconductor market 🟩 $SMCI: +4.1% $ARM: +4.9% $NVDA: +2.9% $AMD: +4.4% $AVGO: +4% $TSM +6.6% $ASML: +7.3% https://t.co/IjhSeytepe
$ASML $TSM $ARM outshining $NVDA today $VEU https://t.co/7IIt48IrH4
📣 JUST IN: $ASML ASML Shares Surge on Positive Comments from CFO Dassen on Orders $NVDA $TSM $QCOM $AVGO $MRVL $MU $SMCI $AMD $INTC $ARM 👉 Key Highlights: 📍 ASML shares rose 6.3%, reaching €927.10. 📍 CFO Roger Dassen expressed optimism about TSMC orders. 📍 TSMC… https://t.co/nGVeSa5iHo
BREAKING: ASML will ship its chipmaking machine to TSMC this year. 🟢 $ASML +5.07% 🟢 $TSM +2.50% https://t.co/E9K7Vge7up