➀ TSMC is set to receive the first shipment of the world's most advanced chipmaking machines from ASML.

➁ These high NA EUV lithography machines are the most expensive chipmaking equipment, costing around $350 million each.

➂ TSMC will receive them just months behind U.S. rival Intel.

➀ ASML CEO Christophe Fouquet predicts the U.S. will increase pressure on semiconductor technology sales to China.

➁ Fouquet believes the key issue is what is beneficial for the Netherlands and Europe.

➂ ASML's business with China focuses on mature technology with low relevance to national security.

➃ Current export restrictions have caused China to lag behind in advanced technology by 10 to 15 years.

➄ Fouquet estimates the chip market will recover in 2025, with 2026 expected to be ASML's 'growth year'.

➀ Samsung Electronics has postponed taking deliveries of ASML's chip-making equipment for its new Texas factory due to a lack of major customers.

➁ The delay is a setback for Samsung's $17 billion Taylor project, which aims to expand into contract chip manufacturing.

➂ ASML, the world's largest chipmaking equipment supplier, has cut its 2025 sales forecast due to the delay.

➀ ASML, a major semiconductor manufacturing equipment company, has lowered its earnings forecast, impacting global semiconductor stocks.

➁ ASML's revenue from the Chinese market, which accounted for about 50% of its overall revenue, is expected to decline to around 20% next year due to US export controls.

➂ The semiconductor industry is facing weak demand, particularly for AI以外的 products, and concerns about the impact of US export controls are rising.

➀ Investors are realizing the upcycle isn't as strong as stocks indicate.

➁ Industry bifurcation between AI and the rest of the industry continues.

➂ China's spending risk/overhang is now impacting the market.

➃ ASML's order decline indicates a more gradual recovery in the semiconductor industry.

➄ The AI sector remains strong while the majority of the chip industry is weak.

➅ Many investors mistakenly take AI's success as an indicator of the entire chip market.

➆ The chip industry is bifurcating into AI and non-AI sectors.

➇ China's spending is unsustainable and could lead to sanctions.

➈ The chip equipment industry is likely to follow ASML's downward trend.

➉ Investors should be more selective in chip stock investments.

➀ ASML's order book and outlook have been revised downwards, primarily due to cuts in orders from Samsung Electronics and Intel.

➁ ASML and TSMC are expected to begin negotiating the 2025 equipment procurement prices, with ASML possibly adjusting prices in reverse.

➂ The negotiation results between the two companies will not only affect ASML's future performance growth but also affect the pricing of equipment manufacturers in Europe, America, and Japan.

➀ ASML's Q3 2024 financial performance report was released, showing a significant increase in EUV sales and ArF units.

➁ NetBooking and next year's guidance have decreased, but there is no need to be overly pessimistic.

➂ EUV sales increased by 11 units compared to the previous quarter, with 38 immersion ArF units, the second highest number in history.

➃ China remains strong in terms of sales, while North America is rising, possibly due to Intel's EUV.

➄ The price of EUV has increased, and the new model NXE:3800E's share has risen.

➀ ASML's orders fell far short of expectations, leading to a stock crash and dragging down the semiconductor sector;

➁ Apple quietly released the new iPad mini, pushing its stock to a new high;

➂ The Paris Motor Show opened, with Tesla returning after 5 years;

➃ China's new energy vehicle retail penetration rate reached 53.3% in September;

➄ Starbucks is reducing promotions and discounts;

➅ ASML, Ericsson, LVMH, Johnson & Johnson, Walgreens Boots Alliance, Bank of America, Citigroup, Goldman Sachs, Charles Schwab, and State Street announced earnings.

➀ ASML surpasses AMAT to lead the semiconductor manufacturing equipment market in 2023;

➁ ASML's equipment shipment reached $23.7 billion in 2023, a 48% increase from 2022;

➂ TEL, affected by the downturn in the memory market, saw its shipments decline by 23% to $10.3 billion in 2023;

➃ The global semiconductor manufacturing equipment market is expected to grow by 3% in 2024, reaching $98.3 billion, with a projected increase of 15% to $112.8 billion in 2025;

➄ The US government's export controls on China may limit shipments from US, Dutch, and Japanese manufacturers.