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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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ASML's financial report is amazing...

$ASML Holding (ASML.US)$ The recent financial report seems to have attracted a lot of attention. Despite strong revenue and profit figures, the decline in order volume and future guidance are worrying, especially against the backdrop of overall uncertainty in the semiconductor industry. While the demand for ai chips remains strong, weaknesses in other areas may affect overall performance.

ASML's IT department is going to suffer.
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