Taiwan Semiconductor Vs. ASML: If I Had to Choose One For the Next 5 Years, It’s This One
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The post Taiwan Semiconductor Vs. ASML: If I Had to Choose One For the Next 5 Years, It’s This One appeared first on 24/7 Wall St..
Taiwan Semiconductor Manufacturing (NYSE:TSM) and ASML (NASDAQ:ASML) sit at opposite ends of the same AI supply chain. TSMC makes the chips, and ASML builds the EUV machines that print them. Both beat their guidance in July. TSMC just reported September revenue up 54.6% year over year, ahead of its October 15 earnings report.
AI Wafers Carry TSMC While Upgrade
Taiwan Semiconductor Manufacturing (NYSE:TSM) and ASML (NASDAQ:ASML) sit at opposite ends of the same AI supply chain. TSMC makes the chips, and ASML builds the EUV machines that print them. Both beat their guidance in July. TSMC just reported September revenue up 54.6% year over year, ahead of its October 15 earnings report.
AI Wafers Carry TSMC While Upgrade
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