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ASML vs. Taiwan Semiconductor: Which Semiconductor Monopoly Is the Safer Investment?

ASML's monopoly is more established.

ASML vs. Taiwan Semiconductor: Which Semiconductor Monopoly Is the Safer Investment?

Published September 5, 2026 · Category: Finance

Overview

In the chip world, there's really only one monopoly: ASML Holding (NASDAQ: ASML). ASML makes a machine that no one else in the world has the technology to make, and it's vital to the production process of every advanced chip manufacturer, including Taiwan Semiconductor Manufacturing (NYSE: TSM).

While Taiwan Semiconductor isn't considered a monopoly, it's the only company in the world with the foundry capacity to produce the chips needed to power the AI build-out, which gives it a pseudo-monopoly due to its size, position, and influence in the industry.

Details

These two are some of the most powerful companies on Earth, and they're available to invest in. They've already delivered a great return to investors, but which one can deliver moving forward? Let's find out.

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Source

Originally published at www.fool.com.

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