AAPL $343.99 +1.77% ▲ ACN $240.28 +0.96% ▲ ADBE $255.06 +0.30% ▲ ADEA $22.56 +5.92% ▲ ADIG $16.57 +3.73% ▲ ADP $294.50 +0.60% ▲ ADSK $244.84 -0.33% ▼ AEHR $63.88 -2.92% ▼ AEVA $10.60 +1.34% ▲ AGYS $116.02 -0.34% ▼ AI $11.78 +0.68% ▲ AIP $20.93 -2.24% ▼ ALAB $290.06 -2.18% ▼ ALKT $15.10 +3.42% ▲ ALNT $97.46 +4.85% ▲ AMBA $66.00 +2.34% ▲ AMBQ $52.21 +0.44% ▲ AMD $552.72 +0.31% ▲ AMPL $16.52 +5.22% ▲ AMZN $262.37 -0.41% ▼ ANET $184.36 -0.85% ▼ AOSL $23.83 +1.19% ▲ APLD $20.98 +4.64% ▲ APP $267.90 -2.15% ▼ APPN $48.73 +5.93% ▲ APPS $10.41 +4.30% ▲ ARM $226.59 -0.62% ▼ ARRY $3.41 +1.49% ▲ ARW $218.85 +1.82% ▲ ASML $1,676.69 +0.44% ▲ AAPL $343.99 +1.77% ▲ ACN $240.28 +0.96% ▲ ADBE $255.06 +0.30% ▲ ADEA $22.56 +5.92% ▲ ADIG $16.57 +3.73% ▲ ADP $294.50 +0.60% ▲ ADSK $244.84 -0.33% ▼ AEHR $63.88 -2.92% ▼ AEVA $10.60 +1.34% ▲ AGYS $116.02 -0.34% ▼ AI $11.78 +0.68% ▲ AIP $20.93 -2.24% ▼ ALAB $290.06 -2.18% ▼ ALKT $15.10 +3.42% ▲ ALNT $97.46 +4.85% ▲ AMBA $66.00 +2.34% ▲ AMBQ $52.21 +0.44% ▲ AMD $552.72 +0.31% ▲ AMPL $16.52 +5.22% ▲ AMZN $262.37 -0.41% ▼ ANET $184.36 -0.85% ▼ AOSL $23.83 +1.19% ▲ APLD $20.98 +4.64% ▲ APP $267.90 -2.15% ▼ APPN $48.73 +5.93% ▲ APPS $10.41 +4.30% ▲ ARM $226.59 -0.62% ▼ ARRY $3.41 +1.49% ▲ ARW $218.85 +1.82% ▲ ASML $1,676.69 +0.44% ▲

ASML vs. Taiwan Semiconductor Manufacturing Company: What Revenue Trends Tell Investors About These Companies Tied to Artificial Intelligence

October 3, 2026 · by TPW Pipeline

ASML Holding (NASDAQ:ASML) primarily generates its revenue by researching, developing, manufacturing, marketing, and servicing the advanced lithography systems utilized globally by its customers to produce complex integrated circuits.

During the three-month period ending Sept. 25, 2026, it formally announced a collaborative initiative with TSMC to transition toward large-format photomasks, while simultaneously navigating broader demand delays currently affecting ongoing global data center construction projects around the world.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM), popularly known as TSMC, earns the majority of its operational revenue by operating as a large-scale global foundry that manufactures, packages, and tests customized integrated circuits for a wide variety of international corporate clients across multiple technology sectors.

Continue reading

Source: www.fool.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.