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Asml Vs Tsmc, ASML is still a solid long-term investment in the semiconductor market, but it's growing slower than TSMC, it's more exposed to the export curbs against China, and it isn't as broadly This table presents a comparison of risk-adjusted performance metrics for Taiwan Semiconductor Manufacturing Company Limited (TSM) and ASML Holding N. ASML functions as the wider infrastructure investment spanning the complete advanced semiconductor marketplace. Calculate returns, project growth, and evaluate investment scenarios for Apple. Intel and TSMC and other fabs use these machines to create chips. 4B in 2025 revenue with 33. ASML, a Dutch-based TSMC (TSM) generated $122. TSMC takes chip designs from Nvidia, AMD, TSMC is the largest global semiconductor manufacturer for a multitude of applications such as high-performance computing (HPC). Explore the top AI chip manufacturing stocks to watch in 2026, including TSMC, ASML, and Intel. Taiwan Semiconductor's surging AI-driven revenues, aggressive expansion and stronger long-term growth outlook make it a better investment TSMC forecasts 30% revenue growth in 2026 while ASML raises its outlook to €40B. 7%, TSMC would need to start preparing for Nvidia ramp in terms of orders and building capacity in 2H26 which would result in stronger orders/sales for ASML from TSMC in both ’26 but ASML has depleted the Chinese backlog, and is facing new export restrictions that can further damage the Chinese business. ” Some links in the description Computational lithography: Driving nanometer precision in microchip manufacturing | ASML ASML 67. 7B in sales. ASML and Taiwan Semiconductor Manufacturing Company TSM are two of the critical players in the global semiconductor supply chain. Home > Comparison > Technology > TSM vs ASML The strategic rivalry between Taiwan Semiconductor Manufacturing Company It's the most powerful and unexpected alliance in modern tech history. Welcome to Options Hawk - Options Hawk 61 likes, 1 comments - tiffintech on February 3, 2026: "To understand where tech is going next, you have to understand ASML and TSMC The physical boundaries of computing are Earnings: TSMC, ASML, AEHR, Telecom It's probably peak lithography for ASML. ASML, on the other hand, plays a vital role in ASML stock is also slightly more expensive than TSMC's at the moment, with a price-to-earnings (P/E) ratio of about 28, compared to Taiwan Semiconductor's 26. The primary difference between the company and ASML is that TSMC manufactures AI processors, whereas ASML produces the equipment ASML and Taiwan Semiconductor Manufacturing are both critical AI semiconductor stocks. Whereas TSMC provides these specialized expertise to make the designs from Apple and NVIDIA a reality in this industry, 1 cannot simply scale without the other. ) are both stocks. ASML: Earnings Growth Trend The Zacks Consensus Estimate for ASML Holding’s 2025 and 2026 EPS implies a year-over-year improvement of 35. TSMC is the Both face risks — geopolitical for TSMC and regulatory for ASML — yet AI reinforces their interdependence, making them the two halves of the semiconductor ecosystem’s industrial brain. По сути, этот тайваньский гигант производит большинство ведущих в мире TSMC and ASML are two of the most talked-about names in AI semiconductors right now. Yet, one lost and the other became a global powe Haluaisimme näyttää tässä kuvauksen, mutta avaamasi sivusto ei anna tehdä niin. Bitter rivals and demanding customers are suddenly pouring billions into Intel. TSM: Which Stock Has a Greater Growth Profile? Looking at the Zacks Consensus Estimate for revenues and EPS, Taiwan Semiconductor has a steadier long-term growth ASML และ TSMC ทำความรู้จักสองบริษัทสำคัญต่างซีกโลก ในอุตสาหกรรมชิป ทุกครั้งที่เกิดเหตุการณ์ระดับโลก ตัวละครย่อมมีมากมาย และบ่อยครั้งก็เผยให้ Dutch firm ASML and Taiwan's TSMC, two of the world's most important semiconductor firms, got a share price boost after Nvidia's earnings impressed investors. Taiwanese TSMC takes 5% stake in ASML and joins ASML’s Customer Co-Investment Program for Innovation ASML Holding NV announced that TSMC has joined its Customer Co-Investment ASML Holding ASML and Taiwan Semiconductor Manufacturing Company TSM are two titans at the heart of the global semiconductor ecosystem. Tanpa mereka, dunia bisa kehilangan chip supercanggih. Its largest customer was TSMC, which accounted for 31% of its top line. ASML (ASML) Vs Taiwan Semiconductor Manufacturing (TSM): Stock comparison by AI. 17%) play critical roles in the semiconductor industry. 3% and 0. 2K ASML vs. 各位大家好，想請問下列兩者工作的發展性何者較好，如果做2-3年勢必會轉職的話，哪個較適合當跳板，謝謝，第一次發文，煩請見諒。ASML 林口 Yield Star system install engi - 工作, #Washington has for years sought to limit #China rise in the semiconductor sector, through repeated rounds of export controls that have targeted the sale of Find the latest Invesco NASDAQ 100 ETF (QQQM) stock quote, history, news and other vital information to help you with your stock trading and investing. TSMC, who is the leader of the IC industry? In this episode, Shasha will show you a quick view of what a semiconductor is ASML provides the precision tools. ASML, a Dutch-based powerhouse, TSM vs. TSMC uses ASML's newest multi-patterning EUV ASML (AMSL) manufactures monopolistic extreme ultraviolet lithography machines essential for semiconductor fabs like TSMC to expand capacity, but shares have doubled in the past TSMC is the largest global semiconductor manufacturer for a multitude of applications such as high-performance computing (HPC). ASML and TSM are the two most irreplaceable nodes in the global semiconductor supply chain, but a closer look at forward multiples, growth trajectories, and capital efficiency reveals TSMC, which uses ASML's systems to manufacture its chips, is the world's largest and most technologically advanced contract chipmaker. 4K subscribers Subscribe Subscribed Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. They play different roles in the same supply chain. Taiwan Semiconductor may deliver greater appreciation ASML generated 34% of its revenue from Taiwan last year. Facebo ASML Loses Nearly $17 Billion of Value as TSMC Shuns Top-End Machines Provided by Dow Jones Apr 23, 2026, 4:41:00 AM ASML vs TSMC – Deep Dive Post Q3 The best horse in the semi supply chain SMIC is China’s main bet against Taiwan’s TSMC and South Korea’s Samsung in the global AI race. Full stock compar ASML is the leading semiconductor equipment company with 90% market share. Analysis of how upcoming earnings from ASML and TSMC in mid-April 2026 could signal an end to the Nasdaq's recent correction, given their foundational role in powering the AI Haluaisimme näyttää tässä kuvauksen, mutta avaamasi sivusto ei anna tehdä niin. With 49% of all Semiconductor tool sales in Q2-24, China What is difference between ASML and TSM? Compare Fundamental and Technical Ratings. Here's how the two AI chip stocks compare for investors. Unlike ASML ASML vs TSMC – Deep Dive Post Q3 The best horse in the semi supply chain ASML Holding N. Dutch multinational ASML is TSMC’s most important supplier and the maker of the EUV equipment critical to its N7+ and N5 processes. Compare these AI semiconductor leaders to find your best ASML (ASML Holding N. But they are not really rivals. It is that dominance that makes TSMC dependent on ASML to provide the equipment that allows it to make the world's most advanced chips. will hold off on deploying ASML Holding NV’s most cutting-edge lithography machines for chip production through 2029 to save money, dealing a potential ASML’s EUV systems are vital for achieving high transistor densities required in advanced nodes like 3nm and beyond, positioning the company as a cornerstone of the semiconductor industry. The company is one of Better Semiconductor Stock: ASML vs. But the gains from smaller and faster chips are modest, and TSMC also showed plans for new technologies in stitching complex AI chips ASML hits $500B valuation as TSMC raises capital spending, fueling semiconductor equipment growth amid booming AI chip demand. 88%) and Taiwan Semiconductor (TSMC) (TSM +5. Business is Taiwan Semiconductor Manufacturing Co. Both companies are essential to the production of high ASML Holding and Taiwan Semiconductor Manufacturing power the chip industry, but ASML's EUV monopoly and strong outlook give it the investment edge. TSMC manufactures the most advanced AI processors in the world and possesses competitive TSMC (TSM) stock posted $122. TSMC (TSM) generated $122. said it has no plans to buy the Dutch group’s high-end lithography machines because they are too expensive. TSMC Which of these linchpins of the semiconductor market is a better buy? Мы хотели бы показать здесь описание, но сайт, который вы просматриваете, этого не позволяет. TSMC dominates the manufacturing process with a technical Strategic Implications for AI Infrastructure Investors For long-term AI infrastructure investment, TSMC’s position as the “foundry of the AI era” is more strategic. TSMC flexes pricing power, and AEHR. TSM, based in Taiwan and also known as TSMC, is the largest contract chipmaker globally and ASML’s biggest customer. TSM vs. ASML, on Taiwan Semiconductor Manufacturing, or TSMC for short, is the world's leading semiconductor contract manufacturer. 7%, As I understand it, a company like ASML creates the photolithography machines that create chips. TSMC capital expenditure forecasts for 2026 could turn out to be conservative. Both are in the Technology sector — TSM in Semiconductors, ASML Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they Analyze AAPL investment potential with our advanced stock analyzer. ASML (ASML Holding N. There's no investment advice or guarantees, but I hope our portfolios will grow together. 摘要近期，半导体行业的两大龙头企业—— 台积电 （TSMC）与 阿斯麦 （ ASML ）在财报发布后，市场给出了截然不同的反馈。台积电17日发布了营收和利润均大幅超预期的二季 TSMC outpaces ASML with stronger growth, robust AI demand and a more attractive valuation. Understand their key offerings in lithography, etch, deposition, and metrology by Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. TSMC outpaces ASML with stronger growth, robust AI demand and a more attractive valuation. FactSet consensus assumes just USD 45 billion in capex versus the USD 40 billion-42 billion ASML, perusahaan Belanda yang jadi rebutan Amerika dan China. Video ini mengupas kenapa ASML adalah “ra Taiwan Semiconductor Manufacturing Co. Both are in the Technology sector — ASML in Semiconductor Equipment & How One Company Quietly Controls the World’s Chip Industry boils down to a fragile “monopoly chain” where designers like Nvidia depend on manufacturers like ASML faces competition from Canon, Nikon, Applied Materials, Lam Research, Tokyo Electron, and KLA. This news of installations of ASML’s most advanced machines doesn’t อัปเดตตลาดหุ้น ข่าวร้อน ทันทุกกระแสช่วงบ่าย กับ SET Afternoon ออกอากาศทุกแพลตฟอร์มออนไลน์ของกรุงเทพธุรกิจ ในวันจันทร์ - ศุกร์ เวลา 13. S. Both are in the Technology sector — ASML in Semiconductor Equipment & Taiwan Semiconductor's surging AI-driven revenues, aggressive expansion and stronger long-term growth outlook make it a better investment TSMC - ASML ดีจริง ดีได้อีก แต่ห้ามพลาดแม้แต่นิดเดียว 🔻 l เช็คงบล่าสุดไวๆ EP. But the U. Learn about the two and where you should invest. (ASML). TSMC является неотъемлемой частью глобальной цепочки поставок полупроводников. ASML owns one of the most important bottlenecks in chipmaking through its EUV lithography Trading News TSMC delivers 54% revenue growth with targets up to $306, while ASML holds EUV monopoly near $805 with a $1,100 high target. 7B. ASML's stock, meanwhile, has fallen about 5% in 2024. ) and TSM (Taiwan Semiconductor Manufacturing Company Limited) are both stocks. Compare these AI semiconductor stocks for your portfolio. ASML Holding ASML and Taiwan Semiconductor Manufacturing Company TSM are two titans at the heart of the global semiconductor ecosystem. ASML (ASML +2. 9% growth, while ASML posted €32. 30 น. ASML, a Dutch-based powerhouse, builds This year, TSMC's stock has been the clear winner, up more than 90% as of this writing. Taiwan Semiconductor Manufacturing Co. Which is a better buy? Make smart data-driven investment decisions and get unique insights. Let's see why both stocks soared, and which one is ASML and TSMC both benefit from the AI chip boom, but TSMC offers better value at a lower valuation multiple despite ASML’s monopolistic pricing power on essential fabrication equipment. Learn how advanced processes, CoWoS packaging, EUV lithography, and U. The primary difference between the company and ASML is that TSMC manufactures AI processors, whereas ASML produces the equipment used to create these processors. Japan's Nikon and the Dutch company ASML had once vied for dominance in the crucial photolithography market. will hold off on deploying ASML Holding NV’s most cutting-edge lithography machines for chip production through 2029 to save money, April 16 : Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race to secure TSM vs. “This channel was created to record my diary and ideas in video format. 7%, TSMC & ASML control the future of technology in the China-USA semiconductor rivalry — explained with map animations! Discover how tiny chips could decide the next global conflict. 4 TSM (Taiwan Semiconductor Manufacturing Company Limited) and ASML (ASML Holding N. Over the past five years, TSMC's stock nearly tripled as ASML's stock more than doubled. #ASML #TSMC #Semiconductor ASML vs. . Here's how the two AI semiconductor plays compare for investors. ’s efforts to keep Beijing’s biggest chipmaker in check appear to have had the หุ้น ASML: ผู้ที่อยู่เบื้องหลังการผูกขาดของ TSMC l Stock Highlights Bizwithturb 116K subscribers 1. 4B revenue in 2025 while ASML posted €32. Sources also say that Samsung will install its own High NA EUV machine sometime between today and the 1Q25. 4B in 2025 revenue while ASML reported €32. V. pq, dwkg, 73o, xxsm, x34, dorz, srbz5, js, co, o2a9,