📌 X Insight Update[x_fin] (2026/07/14 20:03)
- ASML / TSMC: ASML’s revenue pull from TSMC looks set to re-accelerate. ASML as a % of TSMC COGS peaked at 28% in 2023, dropped to 12% in 2024, then recovered to 16% in 2025. The next leg should continue into 2026/27 as TSMC builds multiple fabs globally.