Good morning. Earlier this week, disappointing earnings from ASML spooked chip investors. It looked like chipmakers were about to take a hit, but TSMC had great earnings yesterday, propelling a rally across the sector’s shares. Is this proof that the artificial intelligence narrative is real — or that the hype has long legs? Email us: robert.armstrong@ft.com and aiden.reiter@ft.com.
早上好。本周早些时候，阿斯麦(ASML)令人失望的收益数据吓坏了芯片投资者。看起来芯片制造商即将受到打击，但台积电(TSMC)昨天发布了出色的收益报告，推动了整个行业股票的上涨。这是否证明了人工智能的叙述是真实的，还是炒作已经持续了很长时间？请通过电子邮件与我们联系：robert.armstrong@ft.com 和 aiden.reiter@ft.com。
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