Quick Read – Taiwan Semiconductor (TSM) controls 72.3% foundry market share with AI and HPC representing 61% of Q1 2026 revenue, trading at a 26x forward P/E with 58% year-over-year profit growth and 62.3% gross margin.
ASML Holding (ASML) is the sole supplier of EUV lithography machines with $45.06 billion year-end backlog, FY 2026 revenue guided to $42.47-47.19 billion, and a 12 billion euro buyback program through December 2028. – Intel’s foundry ambitions face an entrenched supply chain dominated by Taiwan Semiconductor and ASML, which together control the critical infrastructure that no competitor can replicate or bypass. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and ASML wasn’t one of them
Get them here FREE. Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and ASML wasn’t one of them. Get them here FREE. I think the Intel trade is sort of over.