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Tech Giants Report Explosive AI Growth as Earnings Season Continues
ByAinvest
Wednesday, Oct 29, 2025 10:27 am ET1min read
Tech giants report explosive AI growth, with chipmakers and equipment suppliers citing accelerating spending, expanding margins, and strong visibility. ASML, Taiwan Semiconductor, Lam Research, and Rambus all benefited from AI demand, with ASML raising its long-term revenue growth target and TSM's AI and HPC revenue accounting for 60% of total revenue. The trend is expected to continue as AI remains the primary growth engine for chipmakers and equipment suppliers.
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