
Shares of chip-making equipment companies Lam Research LRCX.O and Applied Materials AMAT.O both up 6.2% premarket; US-listed shares of ASML ASML.O up 4.2% at $1,316
Cos manufacture advanced equipment to outfit TSMC's chip fabrication plants
Taiwan Semiconductor Manufacturing Co 2330.TW forecasts capital spending of $52 billion to $56 billion this year
ASML looks set to be the earliest and potentially biggest winner from a multi-year capex surge - Hargreaves Lansdown
The Philadelphia SE Semiconductor index .SOX rose ~42% in 2025