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Illustrative photograph: computer server and electronics hardware.
Technology

ASML posts record €11.7bn quarter and warns supply will trail demand into 2028

The Dutch lithography group reported third-quarter net sales of €11.7bn and net income of €5.0bn on 14 October, lifted full-year guidance to €44bn–45bn and said planned capacity for 2027 and 2028 will not fully meet customer orders.

Tomas Nakamura · October 15, 2026
Illustrative photograph: an industrial manufacturing facility.
Technology

TSMC lifts quarterly profit 69% to NT$763bn, guides fourth-quarter sales to US$54bn

Taiwan Semiconductor Manufacturing Company reported third-quarter revenue of US$46.7bn and net income of NT$763bn on 15 October, with a 66.4% gross margin, and guided fourth-quarter revenue to between US$52.3bn and US$54.3bn.

Tomas Nakamura · October 15, 2026
Illustrative photograph: computer server and electronics hardware.
Technology

Nvidia-backed Firmus pulls US$5bn Australian IPO as investors balk at valuation

The AI data-centre developer pulled what would have been one of Australia's largest listings on 9 October, citing market volatility, after institutions including UniSuper declined to back a roughly US$30bn equity valuation.

Tomas Nakamura · October 15, 2026