Jason Hall

If we look at that both on a sequential basis and a quarterly basis, one of the things that stands out to me is that that services-based revenue in both cases is growing faster than system sales.

That indicates that customers are really leveraging ASML machines in their manufacturing operations, particularly as the machines become more advanced.

John, let's go ahead and shift back over to TSMC.

How was the quarter there?

Maybe not at the top of the cycle, but certainly later in the cycle than we have been.

The big question, of course, how long is it going to play out?

John, thanks again for bringing us some insights there.

After the break, we're going to talk about the companies that we are most looking forward to hearing from this earnings season.

More importantly, why?

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Welcome back to Motley Fool Money with the Hidden Gems team.

A quick note before we dive into the three stocks that we're really interested in hearing from this quarter.

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Alright, guys, we are just at the start of earnings season.

This is really the first full big week.