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ASML's Installed Base Management sales surged 31.8% year-over-year to €2.8 billion in Q2, exceeding expectations by €300 million. Semiconductor manufacturers are increasingly investing in software-led upgrades to boost productivity without purchasing new equipment. ASML projects over 30% growth in this segment for 2026, driven by expanding EUV installed base and service opportunities.
VanEck’s Nick Frasse breaks down AI bottlenecks, 'token factories', and why MU, SK Hynix, ASML, and TSMC control the data center buildout.
ASML, one of the world's leading semiconductor equipment manufacturing companies, is showcasing its holistic lithography solutions at SEMICON India and reaffirms its support for customers and collaboration with
IDHQ is a smart beta ETF with $1.05 billion in assets that tracks high-quality international developed market stocks. It offers low expenses at 0.29%, strong year-to-date performance of 25.91%, and a low-risk profile with a beta of 0.92. The fund holds 213 stocks with top holdings including Roche, ASML, and Novartis.
TSMC (TSM) closed at $434.67, up 1.02%, outperforming the S&P 500. The chip company is forecasted to report EPS of $4.45 (up 52.4% YoY) and revenue of $45.54 billion (up 37.59% YoY). TSMC holds a Zacks Rank #2 (Buy) with a Forward P/E of 26, in line with industry averages. The Semiconductor - Circuit Foundry industry ranks in the top 5% of sectors.
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.