TSMC and ASML’s upcoming earnings reports are expected to be closely watched as investors remain uneasy after a sell-off in AI-driven technology stocks. According to Jin10, the results from Taiwan Semiconductor Manufacturing Co. and ASML are seen as increasingly important, with analysts expecting noticeable market volatility.
TSMC’s capital expenditure plan is described as one of the most closely followed data points in Nvidia’s supply chain. ASML’s capacity planning is also expected to offer clues about the pace of expansion across the broader semiconductor industry.
Market expectations for both companies’ results have risen to levels seen as difficult to beat, which could make previously sharply rising stocks more prone to pullbacks after earnings are released.
Pepperstone strategist Dilin Wu said the market is in a very fragile position, adding that the two earnings reports could either support the current sell-off or intensify the decline, and that the market reaction could be significant in either case.
TSMC previously said its capital spending this year would be close to a record $56 billion, while UBS Group said the figure could be as high as $60 billion.
STOCKS | TSMC and ASML Earnings Seen Testing AI Trade Resilience, Pepperstone Says
2026-07-14 07:54:33
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