ASML beat Q2 estimates with €9.33B in revenue and raised its 2026 guidance to €43-45B, signaling sustained AI-driven semiconductor investment.

ASML's China system sales dropped from 36% to 19% in one quarter as US export controls tighten. The chipmaking giant raised 2026 revenue guidance to €36-40

TSMC and ASML report Q2 2026 earnings amid a tech stock selloff. Here's what their results mean for AI spending, semiconductors, and crypto markets.