Taiwan Semiconductor Manufacturing (TSMC) and ASML are key players in the AI semiconductor supply chain, with TSMC making chips and ASML producing the machines that print them. TSMC reported strong revenue growth of 54.6% year-over-year in September and expects continued growth driven by AI and high-performance computing wafers, despite margin pressure from ramping 2nm technology. ASML, while holding a monopoly on EUV machines and raising its revenue guidance, faces risks from China export controls and uneven orders. TSMC's aggressive revenue growth target of about 25% annually through 2029, combined with a lower valuation multiple, positions it better for long-term gains despite geopolitical risks around the Taiwan Strait. Investors should watch TSMC's upcoming earnings and margin trends as well as ASML's progress on high-end EUV technology for Intel.
As of Oct 10, 2026 00:02 WIB, TSMC trades at USD 450.46, closer to its 52-week high of USD 485.80 than its low of USD 275.06, while ASML is priced at USD 1,781.34, also nearer its 52-week high of USD 1.99K compared to its low of USD 936.19. TSMC shows a 1-day decline of 1.64%, contrasting with ASML's 0.65% gain. On Pluang, TSMC sees stronger buy interest with 64% of orders to buy versus 57% for ASML, reflecting differing investor sentiment despite ASML's higher share price and market cap of $701.52B compared to TSMC's $2.07T.
Jim Cramer highlights that next week's earnings reports from major banks like Goldman Sachs, Wells Fargo, JPMorgan Chase, and Citigroup, along with semiconductor companies such as ASML and Taiwan Semiconductor, will clarify corporate performance and ...
Taiwan Semiconductor Manufacturing Company (TSMC) is crucial in AI chip production, as nearly all advanced chips, including Nvidia's, are made in its factories. TSMC's stock is currently priced at $472.36 with a 24/7 Wall St. price target of $552.36,...
On October 8, 2026, Taiwan Semiconductor Manufacturing (TSMC), Salesforce, and NXP Semiconductors all paid dividends to shareholders. TSMC raised its dividend by 35.8% year-over-year, reflecting strong revenue and earnings growth, while Salesforce in...
TSMC, the world's leading contract semiconductor manufacturer, reported $40.2 billion in Q2 fiscal 2026 revenue, a 36% year-over-year increase, with a gross margin of 67.7%. The company raised its full-year revenue guidance to over 40% growth compare...
Taiwan Semiconductor Manufacturing Co (TSMC) reported September sales of NT$511.86 billion, slightly down from August but up 54.6% year on year. Its third-quarter sales reached NT$1.494 trillion, beating analyst estimates by about 3% and exceeding th...
