ASML
Dutch company that manufactures advanced semiconductor lithography equipment.
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How ASML compares
3 creators weighed in
TSMC
Different focus
world's largest chip maker
Both dominate their fields so completely that rivals seem unthinkable. TSMC makes chips; ASML makes the machines used to make chips.
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3 creators
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3 creators
Both dominate their fields so completely that rivals seem unthinkable. TSMC makes chips; ASML makes the machines used to make chips.
"You had kind of TSMC and ASML and the truth is all the dynamics for those two companies are about the insane demand for semiconductors, which is all about AI."
Mentioned alongside TSMC as semiconductor companies entirely driven by AI demand
"Today TSMC and ASML are so completely dominant in their respective fields. TSMC in fabricating chips, ASML in making lithography machines that people don't even think about the possibility of what if there were other companies that could..."
Discussed alongside TSMC as a duopoly facing potential disruption
"ASML is in a similar position to TSMC. They want to meet customer demand, but they don't want to overbuild"
Similar position to TSMC
What creators say
"Think about the machine of ASML that actually creates these one, two nanometer chips. It will take more than 2 years to build such a machine even if you had the perfect blueprint."
More from Richard Socher →"ASML makes the machines — the machine that does the photolithography. Right now, it's only ASML in the world. That's weird, isn't it? I mean there are very few things that this is a true monopoly not born of controlling supply. They have technolog..."
More from Andrew Feldman →
"Obviously all roads currently go through ASML, but you probably would want to diversify and/or vertically integrate."
More from Chamath Palihapitiya →"A company in the Netherlands called ASML, they manufacture lithography machines that are worth $400 million each."
More from Jiang Xueqin →"You had kind of TSMC and ASML and the truth is all the dynamics for those two companies are about the insane demand for semiconductors, which is all about AI."
More from Rory O'Driscoll →
"There's an ASML machine supposedly somewhere in China now. There are only 184 of them — that's the lithography machine."
More from Naval Ravikant →
"Today TSMC and ASML are so completely dominant in their respective fields. TSMC in fabricating chips, ASML in making lithography machines that people don't even think about the possibility of what if there were other companies that could do what t..."
More from John Coogan →
"ASML is in a similar position to TSMC. They want to meet customer demand, but they don't want to overbuild"
More from TBPN →+2 more mentions from TBPN
"I think ASML's lithography machines are up to like $400 million and there's a huge backlog"
"There's a lot of patents that have been licensed to ASML, to TSMC"
"You see ASML is completely sold out and they need Carl Zeiss to expand faster"
More from Dylan Patel →Keep exploring
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