ASML vs TSMC
TSMC is larger by market cap ($2.19T vs $691.1B). TSMC reports higher tracked revenue ($88.3B vs $35.3B). ASML's primary segment is Lithography; TSMC's is Pure-Play Foundry.
Side-by-side
| ASML | TSMC | |
|---|---|---|
| Market cap | $691.1B | $2.19T |
| Revenue | $35.3B (FY2025) | $88.3B (FY2024) |
| Primary segment | Lithography | Pure-Play Foundry |
| Market position | monopoly | leader |
| Country | Netherlands | Taiwan |
| Tracked suppliers | 10 | 173 |
| Tracked customers | 11 | 98 |
| Chokepoint / criticality | 100/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How ASML and TSMC compare
- Size: TSMC is the larger company by market cap.
- Revenue: TSMC reports higher tracked revenue.
- Supply-chain criticality: ASML has the higher chokepoint score (100/100 vs 81/100).
- Footprint: ASML (Netherlands) vs TSMC (Taiwan).