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ASML and Applied Materials promoted as alternatives to TSMC

Applied Materials logoApplied Materials
Sig1.75Sen+2.65Env0.00Soc0.00Gov0.00
ASML logoASML
Sig1.20Sen+5.20Env0.00Soc0.00Gov0.00

Investors argue TSMC is most crucial, but highlight ASML as the EUV machine maker supporting advanced chip production, with recurring maintenance revenue and a 145% stock gain over the past year. Applied Materials is also discussed as equipment provider facing more competition, reporting higher first-half 2026 earnings largely tied to interest income and projecting faster growth.

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