ai race: why asml is outpacing tsmc in semiconductor stocks

2025-09-01 asml

Veldhoven, Monday, 1 September 2025.
asml is currently showing stronger stock performance in the ai sector, specifically when compared to tsmc. asml’s euv lithography systems provide a considerable edge in manufacturing ai processors. tsmc remains a leading manufacturer, controlling an estimated 90% of the advanced processor market. despite this, asml’s financial results are creating more favorable outcomes for its shareholders. asml recently lowered its sales estimates for the year to 32.5 billion euros. this comparison highlights the critical role of specialized technology in boosting stock value in the semiconductor industry.

asml’s market position

ASML’s stock currently has a price-to-earnings ratio of approximately 28 [1]. This is in comparison to tsmc, which has a p/e ratio of 26 [1]. Despite the lowered sales estimates, asml’s technological leadership remains strong because of its euv lithography systems [1]. These systems are essential in the production of advanced ai processors [1]. While asml shares have dropped 13% over the past year, the company’s unique technology continues to drive its value in the semiconductor industry [1].

tsmc’s strong performance

tsmc’s ai sales are expected to double this year [1]. Wendell Huang, tsmc ceo, anticipates strong demand for their leading-edge process technologies in the third quarter of 2025 [1]. tsmc’s revenue in the second quarter rose by 38% to $30 billion [1]. Earnings also increased by 61% to $2.47 per american depository receipt [1]. The company’s share price has increased by approximately 40% over the past 12 months, outpacing the s&p 500’s 15% gain during the same period [1].

uncertainty in asml’s growth

asml ceo christophe fouquet noted increasing uncertainty due to macroeconomic and geopolitical developments [1]. While asml is preparing for growth in 2026, fouquet stated the company could not confirm it at this stage [1]. This uncertainty has contributed to the adjustment in sales estimates [1]. The revised sales estimation reflects a decrease from the initial estimate of up to 35 billion euros [1]. Despite the short-term concerns, asml’s long-term prospects in the ai sector remain promising due to its essential euv technology [1].

semiconductor market landscape

The semiconductor market is currently led by nvidia, with a market capitalization of $4.239 trillion and a stock performance of 174.11% [8]. Broadcom follows with a market capitalization of $1.398 trillion and a stock performance of 297.39% [8]. tsmc has a market capitalization of $1.197 trillion and a stock performance of 230.87% [8]. asml’s market capitalization stands at $299.63 billion, with a stock performance of 742.62% [8]. These figures highlight the competitive landscape and the significant growth potential within the semiconductor industry [8].

Bronnen

ASML AI Stocks