Both are essential to the AI chip build-out, but they carry very different risk profiles depending on where they sit in the supply chain.
ASML Holding NV (ASML) News
Latest headlines that mention ASML, newest first · each headline opens the original publisher
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- -1.95%
- Next earnings
- 2026-10-14 BMO
ASML headlines
last 30 daysASML commands chip manufacturing's essential bottleneck with a 29% net margin; Broadcom dominates AI infrastructure with 36% margins and 2.2x faster revenue growth.
ASML supplies the machines that advanced chipmaking depends on, while Nvidia generates nearly six times the revenue at close to double the net margin.
Find insight on ASML Holding, CrowdStrike, CGI and more in the latest Market Talks covering Technology, Media and Telecom.
The tech giant has a fantastic moat.
ASML's momentum has flipped the script — it now outpaces Qualcomm in recent quarters after trailing for years, raising questions about whether this inversion will stick.
TSMC has consistently outpaced ASML in absolute revenue across eight quarters, but ASML's recent acceleration hints at a shifting competitive dynamic.
SK Hynix's revenue has accelerated dramatically over eight quarters, while ASML maintained steadier growth — a divergence that reshapes how investors should view these semiconductor-industry heavyweights.
ASML offers unmatched demand visibility, while Applied Materials brings broader AI-driven growth at a lower valuation.
One designs the chips, while the other manufactures the machines that build them. But their valuations tell a starkly different story.
One holds a near-monopoly on advanced chip printing, while the other supplies the broader toolkit. Their financial profiles and risk exposures diverge sharply.
ASML commands the toolmaking monopoly, while SK Hynix dominates memory, but their valuations and risk profiles diverge sharply.
Taiwan Semiconductor Manufacturing and ASML each have their own competitive bulwarks.
ASML commands a near-monopoly on chip-making equipment with a 29% net margin, while Marvell surged 42% in revenue but trades at a steeper valuation.
ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.
Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t…
Dutch Prime Minister Rob Jetten has spoken to US President Donald Trump about preventing ASML Holding NV being hit by new export restrictions and is confident that an agreement will be found.
ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.
ASML is one of the most important companies in the AI semiconductor ecosystem.
Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.
SK Hynix, Nvidia, and ASML all look like top stocks to own as chip sales are set to soar.
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