STORY: Two Asian chipmaking giants had a Friday (October 18) to remember, but for different reasons.Taiwan’s TSMC saw shares rocket to record levels, but Samsung had a disappointing day.Investors were excited after TSMC posted forecast-beating earnings for the third quarter the day before. It reported a 54% jump in quarterly profit – beyond analyst projections.The world’s largest chipmaker for other companies also gave a strong outlook for artificial intelligence demand.Its shares closed up almost 5% Friday – beating a record set earlier this year.TSMC counts Apple and Nvidia among its customers, and has benefited from a surge in AI’s popularity. It’s now Asia’s most valuable company – worth around $874 billion.Rival Samsung had a very different feel on Friday.Sources said the South Korean giant postponed taking deliveries of chipmaking equipment from Dutch firm ASML.The sources added the machines were supposed to be delivered to Samsung’s upcoming factory in Texas.But they said the South Korean firm has yet to win any major customers for the project.The delay is a blow to the ambitions of chairman Jay Y. Lee to expand beyond memory chips into contract chip manufacturing.TSMC dominates that market, and the gulf with Samsung could be widening as the Taiwanese firm ramps up production.