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7 articles on this topic, newest first.

TSMC vs. ASML: Two AI Chip Chokepoints, but Which Is the Better Bet?

Both companies hold technical leads rivals struggle to close. A great business is not the same as a great five-year return.

InvestingOctober 29

The U.S. Stock Market Selloff: What Investors Should Protect—and What They Should Change

The latest U.S. stock market decline is better understood as a simultaneous reassessment of inflation, interest rates, and the profitability and financing assumptions behind AI investment—not simply as panic selling.

InvestingOctober 15WHAT NEXT

ASML Is Discussing 2030 Orders. How Long Can the AI Chip Supercycle Last?

Despite bubble worries, ASML sees equipment shortages through 2028. Investors should watch future production capacity, not just today's orders.

TechOctober 14

Jobs Cooled, Yields Rose, and Only Chip Equipment Stocks Rallied

The S&P 500 slipped 0.17% on Sept. 29 while SOXX gained 1.19%. Investors did not abandon AI. They appear to be picking the AI names that can live with high rates.

TechSeptember 30

The Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike

ASML's rally isn't just an AI trade. Customers are already locking in 2027 tool slots, and ASML is raising Low-NA EUV capacity by roughly 30% to keep up.

InvestingSeptember 22

A $400 Million Machine Is Deciding the Future of AI Chips

Nvidia has AMD. TSMC has Samsung and Intel. But when any of these rivals need to shrink transistors further, they all end up at the same company's door. That is why ASML's grip on the bottom layer of the AI chip stack keeps getting tighter.

TechSeptember 14

Who Hits $1 Trillion Next: Reading AMD and ASML by Different Rules

One company is chasing Nvidia's GPU empire. The other sells the machine that draws the chips for every advanced chipmaker, including Nvidia. Both get floated as 2028 trillion-dollar candidates, but the numbers investors need to watch are entirely different.

InvestingSeptember 14