TSMC·ASML 모두 호실적 전망…"AI 수요 강력"

TSMC and ASML's strong guidance signals sustained AI infrastructure investment from major tech companies, confirming the AI chip demand cycle remains robust despite market skepticism. Supply constraints are emerging as demand exceeds manufacturing capacity, creating potential bottlenecks across the semiconductor industry. With BigTech companies committing over $600B to data center investments, semiconductor manufacturers face sustained pressure to expand production capabilities.