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Chip equipment stocks surge on strong TSMC capex forecast

ReutersJan 15, 2026 10:17 AM

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

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