<p>➀ The demand for AI chips is booming, but it's not enough for semiconductor manufacturing equipment makers.</p><p>➁ ASML, a Dutch equipment manufacturer, reported disappointing financial results with net orders for the third quarter at 2.6 billion euros, below Wall Street expectations.</p><p>➂ Analysts still expect global semiconductor manufacturing equipment sales to exceed $100 billion this year, but the industry is dominated by a few large investors.</p>