Group 1 - ASML Holdings is a leading AI infrastructure company with a 90% market share in the lithography market, and its technology is estimated to be at least a decade ahead of competitors [4] - ASML's service revenue increased by 39% to €6 billion ($7 billion) in the first nine months of 2025, indicating strong recurring revenue potential [5] - ASML's revenue rose by 21% to €23 billion ($27 billion) in the first nine months of this year, with diluted earnings per share increasing by 40% to $17.38 [6] Group 2 - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading manufacturer of advanced processors, holding an estimated 90% market share [7] - TSMC's sales doubled to $33 billion in the third quarter, with earnings increasing by 39% to $2.92 per American depositary receipt (ADR) [8] - TSMC is considered slightly cheaper than ASML, making it an attractive investment option in the AI sector [9]
Better Artificial Intelligence Stock: ASML vs. TSMC