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ASML and TSMC post strong Q1 2026 results amid AI demand

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Open Questions

5 questions
What specific export control discussions are ongoing that ASML's sales forecast is designed to accommodate?
How much further could ASML's Chinese sales decline this year due to regulatory pressures?
What exact impact is the Iran war having on global supply chain costs for chipmakers beyond helium and chemicals?
What are the specific geopolitical issues discussed between the Dutch prime minister and President Trump regarding ASML?
What are the detailed plans for TSMC's capital spending over the next three years beyond the 2026 range?
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