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If you are still worried about whether AI is a foam, yesterday TSMC gave you a loud slap in the face with real gold and silver - not to wake you up, but to plunge you into a crazier bullish dream!

The market had originally expected that the semiconductor cycle might peak, but TSMC said it would not only exceed expectations across the board, but also send a shockwave: capital expenditures (CapEx) in 2026 would skyrocket to $52 billion to $56 billion. This not only set a record high, but also directly shattered the rumors of an 'AI demand slowdown'. This is not a big picture; this is an arms race of real gold and silver.

ASML Surges On AI Orders: 2026 Growth Locked In?

ASML delivered a blowout Q4, reinforcing confidence that 2026 will be another growth year, according to its CEO. Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentum—or wait for a pullback?

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