finance.yahoo.com Macro sensitivity
ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom
Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure …