🟢 ASML is trading 6.22% up in pre-market after TSMC's blockbuster Q4 results and record 2026 capex guidance

ASML is trading at $1,342.33 (+6.22%) in pre-market following TSMC's record Q4 2025 revenue and strong 2026 guidance, signaling robust AI and high-performance computing demand.

• TSMC projected approximately 30% full-year revenue growth and announced capital expenditure plans of $52–$56 billion for 2026, significantly exceeding analyst expectations.
• ASML, TSMC's exclusive supplier of extreme ultraviolet (EUV) lithography equipment, surged to a new all-time high and pushed its market capitalization past the $500 billion milestone.
• The rally reflects high-conviction bets on sustained AI demand, though analysts caution that supply chain constraints on EUV equipment could limit near-term growth.