The earnings report states that ディスコ is expected to be driven by demand for generative AI applications in the next fiscal year, while ASML's order intake for the 4th quarter of the fiscal year ended December 2023 recovered sharply to a record high.
In this earnings report on semiconductor-related stocks, demand for generative AI applications is said to have the potential to drive ディスコ's performance in the next fiscal year.
ASML Holding's order intake for the 4th quarter of the fiscal year ended December 2023 recovered sharply and reached a record high, according to the report.
The article is based on an earnings report from Rakuten Securities Toshiru and focuses on the situations at ディスコ and ASML.