Big moves in the semiconductor space: ASML just hit a new record high, with its market cap breaking past the $500 billion mark. The catalyst? TSMC came out with surprisingly robust guidance for 2026, and the market's eating it up. For anyone tracking the infrastructure powering mining rigs and trading servers, this matters. When chip supply chains stabilize and demand forecasts strengthen, you're looking at potential downstream effects on hardware availability and, down the line, operational costs across the industry.