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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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Approximately the same number of bookings were received in the same quarter year before. Do you have a problem with this ???

$ASML Holding (ASML.US)$ ASML's quarterly figures, which had been accidentally published yesterday, were in excellent order. Turnover amounted to €7.5 billion, an increase of 11.9%. At 50.8%, the gross margin was lower than last year's 51.9%, but this was also in line with the outlook.
Approximately the same number of bookings were received in the same quarter year before. Do you have a problem with this ???

The number of orders received was disappointing at €2.6 billion. Analysts expected double that, but orders can vary greatly from quarter to quarter, as shown in the image below. Last year, approximately the same number of bookings were received in the same quarter, while in the following quarter these were very high again.
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