Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
Podcast: The CircuitPublished On: Mon Jul 20 2026
Description: In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects.Key Topics:TSMC's CapEx increase and demand signalsASML's capacity expansion and high NA EUV technologyAir's role in semiconductor testing and optical advancementsMarket sentiment and investor rotation in semiconductorsThe impact of AI on chip demand and manufacturing
The note was deleted
The note was saved
Your message was sent