Taiwan Semiconductor Vs. ASML: If I Had to Choose One For the Next 5 Years, It’s This One
· Source: 247wallst.com
In short
Taiwan Semiconductor Manufacturing (TSMC) and ASML are pivotal in the semiconductor AI supply chain, with TSMC focusing on chip production and ASML on EUV lithography machines. TSMC targets around 25% annual revenue growth through 2029 and trades at a lower forward P/E compared to ASML, giving it a stronger long-term outlook despite geopolitical risks. ASML's advanced EUV technology faces export control risks due to significant sales to China.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: semiconductor, supply chain, AI, growth, valuation, chips