WS #12855
No material new developments in the last 30 minutes. The dominant signals remain the US-Iran maritime confrontation (escalating) and ASML's China lithography risk, with TSMC's strong results as a counterpoint. No new data points or counter-signals have emerged to alter the previous narrative.
Topics
Key developments
- Iran warns US maritime blockade is escalation; Trump says 'friendly talks ongoing'
- ASML slides on China mass-producing immersion lithography machines
- TSMC Q4 revenue +25.5%, gross margin 62.3%, target raised to $565
- Samsung-Broadcom $200B AI chip deal through 2030
- Dark pool alert: $3.09B institutional order in SMH