AMD & ASML
5 shared events · Importance 6 · Last updated Aug 05, 2026
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Business
AMD: Fell up to 9% in a single session.
ASML: Fell 4% in European Union — European trading; reported higher profit but stock fell.
Apr 20, 2026 · 344 articles
Business
AMD: AMD is referenced as a TSMC customer for GPUs, but plays a minor role in the analysis.
ASML: ASML is highlighted as a vital monopoly in EUV lithography, with strong demand and capacity expansion plans. However, it is viewed as less attractive than TSMC due to lower growth and higher valuation.
Jul 19, 2026 · 6 articles
Regulatory
AMD: Announced a USD 400 million investment in India, contributing to the semiconductor push.
ASML: Signed an MoU with Tata Group to support semiconductor ecosystem development in India.
Jun 30, 2026 · 69 articles
International
AMD: AMD shares fell over 4% amid the broader tech rout, pressured by AI stock corrections.
ASML: ASML is set to report earnings; its stock is sensitive to AI demand and chip sector sentiment, which is under pressure.
Apr 20, 2026 · 304 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
ASML: ASML supplies EUV lithography equipment to SK Hynix for advanced chip manufacturing, benefiting from the company's capacity expansion.
Apr 20, 2026 · 247 articles
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