ASML vs TSMC
ASML's primary segment is Lithography; TSMC's is Pure-Play Foundry. TSMC is larger by market cap ($2.38T vs $679.8B). TSMC reports higher tracked revenue ($88.3B vs $35.3B).
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Side-by-side
| ASML | TSMC | |
|---|---|---|
| Market cap | $679.8B | $2.38T |
| 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 2026-10-09. 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).
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Cite as: wafergraph, “ASML vs TSMC”, https://wafergraph.com/compare/asml-vs-tsmc (data as of 2026-10-09).
Frequently asked questions3
- Is ASML bigger than TSMC?
- TSMC is larger by market cap ($2.38T vs $679.8B).
- What's the difference between ASML and TSMC?
- ASML is a monopoly in Lithography based in Netherlands; TSMC is a leader in Pure-Play Foundry based in Taiwan.
- Who are ASML's and TSMC's suppliers?
- wafergraph tracks 10 suppliers for ASML and 173 for TSMC — ASML's include Ferrotec, Carl Zeiss SMT, TRUMPF; TSMC's include Shin-Etsu Chemical, SUMCO, GlobalWafers.