ASML Announces Positive News! Taiwan Stock Market Correction Nears End, Reversal Imminent – Watch This Buying Opportunity

ASML (ASML-US) yesterday released its financial report and outlook, with Q2 revenue and profits exceeding market expectations. The company raised its 2026 full-year revenue forecast to €43–45 billion, marking the second upward revision this year, with the lower end increased by 19% and the upper end by 12.5%. It also announced a significant 30% increase in EUV equipment production capacity by 2027, with plans to raise EUV output by another 30% in 2028.

ASML stated that major customers in advanced logic chips continue to expand 3-nanometer process capacity to support next-generation AI accelerators and various chips required for AI products. Meanwhile, 2-nanometer process node capacity is rapidly ramping up to support next-generation high-performance computing (HPC) and mobile applications. The company has already begun actively planning R&D and capacity construction for the 1.4-nanometer node. Advanced logic foundry revenue is expected to grow over 25% this year.

Benefiting from rising HBM and DDR prices and process-driven demand, memory-related system revenue is projected to grow over 75% in 2026. Memory customer investments account for 49% of revenue (logic chips account for 51%).

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Yesterday’s SEMI Mid-Year Semiconductor Equipment Forecast Report indicated that strong demand for AI infrastructure will drive global semiconductor manufacturing equipment sales to $165.9 billion in 2026, a 23.1% year-on-year increase. The report forecasts that by 2028, global semiconductor manufacturing equipment sales will reach $229.5 billion, marking five consecutive years of positive growth.

Reports from ASML and SEMI show the overall semiconductor industry is thriving, driven by demand for AI infrastructure. From upstream and downstream capacity and orders in the AI supply chain, the industry trend remains unchanged. If AI high-performing stocks pull back due to market fluctuations, it may present an entry opportunity for investors. The Taiwan stock market is currently approaching support at the quarterly line, and foreign investor net selling is gradually weakening. After retesting the quarterly line, the market may begin a new upward phase. Below are high-performing semiconductor and AI supply chain stocks recommended for investors.

High-performing Semiconductor and AI Supply Chain Stocks:

TSMC Supply Chain: Zhongsha (1560-TW), Shengyang Semiconductor (8028-TW), Hsiang Ming (8091-TW), Fan Hsuan (6196-TW), Chi Sheng (2467-TW), Mega Link (6944-TW), King Yuan (3413-TW), ChipMOS (6147-TW)

High-Speed Chips: Creative Electronics (3443-TW), ASE (3711-TW), King Yuan Electronics (2449-TW), Powertech (6239-TW), Win Semiconductors (6223-TW), Advantest Taiwan (6510-TW)

AI Sector: Yageo (2327-TW), Hon Hai (2317-TW), Lite-On Technology (2301-TW), Delta Electronics (2308-TW), Songchuan (7788-TW), New Sunlight (4931-TW), Eclat (2486-TW)

Affected by yesterday’s decline in the Philadelphia Semiconductor Index, Taiwan stocks opened lower today. Due to weak market confidence, selling pressure reappeared, but buying support has emerged at lower levels. The correction in Taiwan stocks is nearing its end, and the market is expected to resume its upward trend once international conditions stabilize. Investors should monitor three trend indicators: foreign investor positioning, the Korean stock market, and the Philadelphia Semiconductor Index. For individual stocks, look for technical signs such as retesting the quarterly line or support levels, reaching relatively low valuations, showing reversal signals, and demonstrating revenue growth. For more investment ideas, join our LINE@.

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Source: Moore Investment Consulting – Analyst Ye Junmin

The securities recommended and analyzed by our company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, conduct careful evaluations, and bear investment risks on their own.