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ASML's growth projections for 2025-2026 depend heavily on upcoming second-quarter bookings and international trade developments. CEO Fouquet remains optimistic about growth despite new tariffs creating uncertainty. First-quarter bookings fell below expectations at €3.9 billion. CFO Dassen stated ASML can pass most tariff costs to customers, with US customers bearing the largest share. As America's second-largest semiconductor equipment manufacturer with 20% of its workforce based there, ASML values its US talent pool over tariff concerns. While AI continues driving semiconductor demand, trade tensions make quarterly bookings crucial indicators for ASML's future performance.

Ericsson's Q2 2025 adjusted operating profit exceeded analysts' expectations despite challenging market conditions. While revenue details weren't fully disclosed, the company benefited from strategic initiatives including a partnership with Airtel in India. Despite the positive performance, Ericsson remains cautious about macroeconomic uncertainties and global trade policies, continuing to focus on innovation and cost efficiency to maintain momentum.

U.S. AI startups are experiencing unprecedented funding in 2025, with overall startup investment up 75.6% in the first half of the year. AI companies completed 24 mega-rounds of $100+ million by mid-June, with standouts like Anysphere ($900M Series C), Applied Intuition ($600M Series F), and Glean (valued at $7.25B). Total AI funding reached $45.2 billion, averaging $255.4M per deal and outpacing other tech sectors. Investors are prioritizing startups with differentiated technology and clear commercialization paths, particularly in compliance, infrastructure, and developer tools. The sector appears headed for its second-best year ever, though future success depends on these heavily-funded startups delivering real-world returns.

TSMC anticipates a record Q2 2025 profit of $12.9 billion (up 52% year-on-year) driven by strong AI chip demand. While benefiting from a 40% half-year revenue surge to $60.8 billion, the chipmaker faces challenges from potential new U.S. tariffs and Taiwan dollar appreciation, which has limited share growth to just 3.7% this year despite robust industry expansion.