Caroline Hyde
👤 SpeakerAppearances Over Time
Podcast Appearances
But ASML, the most important chip equipment machine making name,
First European company in a long time to breach $500 billion of market value.
Shares trading at a record high.
Because TSMC is the number one buyer of its gear.
There's a lot to get into.
Let's get to it with Bloomberg's Peter Elstrom out in London.
This TSMC forecast, it's big.
It's big for markets.
It's big for the industry.
It's big for AI.
Very interesting, though, to listen to CC Wei give a note of caution on how deploying that capital carefully is important.
Yeah, that's right.
The earnings report from TSMC was very, very strong.
As you said, they forecast that revenue is going to be up close to 30 percent this year.
As you mentioned, they're boosting their CapEx outlook to more than 35 percent at the high end of that range, up to $56 billion.
As you say, that's from $40.9 billion last year.
So it's a big boost.
It's very clear who's gonna benefit from this.
As you mentioned, ASML is one of the big beneficiaries.