ASML

US September CPI climbed 3.7% YoY above expectations; Morgan Stanley beat equity trading estimates by $9.1B, BofA profit dropped 17% with a $1.2B charge, and ASML shares surged on chip equipment order recovery. Inflation stickiness and earnings divergence remain central.

Bloomberg reported on September 8 that ASML next-generation EUV lithography machines have secured orders from TSMC, Samsung Electronics, and Intel, the worlds top three chipmakers. The new systems deliver significant gains in throughput and precision, accelerating the mass production of 2nm and below nodes and reshaping the global semiconductor supply chain.