EU semis sector rallies, ASML hits new all-time high on TSMC results

AIXTRON SE

15/01/2026 08:34

** European semiconductor stocks surge, with ASML ASML.AS up 6% to a fresh all-time high, after strong results and guidance from TSMC 2330.TW

** The Taiwanese chipmaker reported a 35% profit jump and said capital spending could increase by up to 37% to $54 billion (46.43 billion euros) this year, citing strong demand for AI chips and expanding manufacturing capacity

** ASM International ASMI.AS jumps around 10%, to its highest since April 2024, while BE Semiconductor BESI.AS gains 6.5%

** Soitec SOIT.PA rises 7%, while Siltronic WAFGn.DE and Aixtron AIXGn.DE climb 3.5% and 4.5%, respectively.

** "This will be great for equipment vendors in 2026, must be leading to consensus estimates upgrades across the board," Degroof Petercam analyst Michael Roeg says

(1 euro = $1.1631)

 (Reporting by Leo Marchandon in Gdansk)

 ((leo.marchandon@thomsonreuters.com))