http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 28 Jul 2026 05:06:26 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Barclays analyst Simon Coles lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR250.00 (from EUR270.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Fri, 24 Jul 2026 04:45:51 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Barclays analyst Simon Coles lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR250.00 (from EUR270.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Fri, 24 Jul 2026 04:45:51 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Barclays analyst Simon Coles lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR250.00 (from EUR270.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Fri, 24 Jul 2026 04:45:51 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Barclays analyst Simon Coles lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR250.00 (from EUR270.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Fri, 24 Jul 2026 04:45:51 -0400 BESIY http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Press+Releases/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html <p align="center"><strong>Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25</strong></p> <p align="center"><strong>H1-26 Revenue and Net Income of € 434.7 Million and € 140.6 Million, Respectively, Up 48.8% and 121.1%, Respectively, vs. H1-25. Orders of € 562.6 million Up 116.5% vs. H1-25</strong></p> <p align="justify">DUIVEN, The Netherlands, July 23, 2026 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company” or “Besi”) (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, http://www.streetinsider.com/Globe+Newswire/BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results/26803293.html Thu, 23 Jul 2026 03:16:00 -0400 A.01019570 BESI BESIY O.00542460 O.00917591 http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM