TSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

08/10/2026, 8:30 PM • The Motley Fool

ASML Faces a Fresh Threat Out of China. Is the Dip in the Stock Worth Buying?

ASML's stock dipped after reports that a Chinese government-backed company is manufacturing its own DUV lithography systems. While this could accelerate the decline of ASML's Chinese business (which has already fallen from 41% to 16% of revenue due to export restrictions), the company's growing EUV system sales for high-end AI chips outside China could offset losses. Long-term investors are advised to view the dip as a buying opportunity rather than a major threat.

08/10/2026, 2:10 PM • The Motley Fool

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a key beneficiary of the AI revolution, supplying chips to major players like Nvidia, Broadcom, and AMD. With CEO projections of strong chip demand through 2029-2030 and a $100 billion Arizona investment commitment, analysts expect TSMC's stock could double by 2028, turning a $10,000 investment into $20,000, based on projected 42% revenue growth in 2026 and sustained 50% profit margins.

08/09/2026, 3:30 PM • The Motley Fool

Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.

Cathie Wood's Ark Invest made significant purchases of Nvidia ($15 million) and Taiwan Semiconductor Manufacturing ($14.7 million) following Meta's earnings announcement, which revealed increased AI infrastructure spending with capex guidance raised to $130-145 billion for 2026. The moves signal confidence that sustained hyperscaler spending will drive GPU demand for Nvidia and manufacturing orders for TSMC, with both stocks trading at reasonable valuations of roughly 25x forward earnings.

08/09/2026, 3:05 AM • The Motley Fool

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Billionaire investor Stanley Druckenmiller has dramatically reduced his exposure to megacap tech stocks, holding only Amazon as a minor position (0.32%) among the Magnificent Seven and completely exiting Alphabet. Instead, he's concentrating his $3 billion portfolio in biotech (Natera at 21%), semiconductors (Taiwan Semiconductor at 5.7%), and emerging markets, while adding positions in semiconductor suppliers like Broadcom, Micron, and STMicroelectronics.

08/08/2026, 2:15 PM • The Motley Fool

Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead

The article argues that semiconductor equipment makers ASML and Applied Materials are better investment choices than Taiwan Semiconductor Manufacturing due to geopolitical risks in Taiwan. ASML, the sole producer of EUV lithography machines, has seen 17% annual revenue growth and a 145% stock increase over the past year. Applied Materials, which provides equipment for various chip manufacturing processes, projects 18% revenue growth this year and 29% in 2027, with a 200% stock increase over the past year.

08/07/2026, 12:30 PM • The Motley Fool

Schwab Emerging Markets ETF vs State Street Climate Fund: Do Emerging Markets or Climate Stocks Offer Better Growth in 2026?

The article compares two ETFs: Schwab Emerging Markets Equity ETF (SCHE) and State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC). SCHE offers lower fees (0.06%), higher dividend yield (2.6%), and better recent 1-year performance (20.1%), while NZAC provides broader global ESG-screened exposure with stronger long-term returns. The author recommends SCHE for 2026 as it better delivers on its emerging markets promise, whereas NZAC functions as a closet tech/growth fund despite its climate focus.

08/05/2026, 3:31 PM • The Motley Fool

Will ASML Split Its Stock This Year?

ASML's share price has surged above $1,700, making it a candidate for a stock split. However, recent semiconductor sector weakness and ASML's high valuation (37x forward earnings) suggest a split is unlikely in 2026, with 2027 or 2028 being more probable. The company has not conducted a forward split since 2000.

08/05/2026, 3:17 PM • The Motley Fool

Why ASML Stock Lost 18% in July

ASML stock fell 18% in July due to a broader AI sector sell-off following reports of Anthropic developing its own AI chip, and concerns about Chinese competition in ultraviolet lithography machines. Despite beating Q2 earnings expectations and raising full-year guidance, these headwinds outweighed positive results.

08/04/2026, 8:30 PM • The Motley Fool

The Smartest Growth ETF to Buy Right Now -- and It's Up 50% in 2026

The VanEck Semiconductor ETF (SMH) has fallen 20% from recent highs as investors demand tangible AI results rather than aggressive spending. Despite the correction, the ETF presents a potential 'buy the dip' opportunity, as underlying demand for semiconductors remains strong with supply still lagging, giving chip companies pricing power to sustain earnings growth.

08/04/2026, 9:30 AM • The Motley Fool

3 Stocks to Buy as AI Infrastructure Continues to Surge

With Alphabet and Amazon increasing their 2026 capital expenditure budgets for AI infrastructure, three semiconductor and memory companies are well-positioned to benefit: Nvidia leads in AI training and inference with its GPUs and networking portfolio; SK Hynix dominates the high-bandwidth memory market with over 50% share; and TSMC is the only company capable of manufacturing advanced chips at scale for AI data centers.

08/04/2026, 5:30 AM • The Motley Fool

Asian Stocks Are Down 10% From June Highs. That Could Be Bad News for This Semiconductor Index.

Asian stocks have declined 10% since June 22, with semiconductor stocks particularly hard hit as investors worry AI hyperscalers may scale back spending on data centers. The iShares Semiconductor ETF has fallen 22.9% since June, raising questions about whether the recent sell-off is temporary or signals a longer-term repricing of chip stocks amid concerns about AI investment sustainability.

08/03/2026, 9:30 AM • The Motley Fool

Taiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.

Taiwan Semiconductor Manufacturing (TSMC) surpassed a $2.1 trillion market cap after a 7.6% jump on July 30, 2026. Despite this milestone valuation, the stock trades at approximately 20 times forward earnings—an average multiple for large companies. The company's Q2 results showed exceptional performance with 34% YoY revenue growth to $40.2 billion and 77% net income growth. The analyst argues this represents an attractive valuation for an extraordinary business, particularly given strong guidance for Q3 and early-stage 2-nanometer technology ramp-up.

08/03/2026, 9:26 AM • The Motley Fool

Semiconductor Stocks Are Down 22%. Here's the 1 Chip Stock I'd Buy Right Now.

Semiconductor stocks have declined 22% from their peak due to concerns about AI spending sustainability. Taiwan Semiconductor Manufacturing (TSMC) is highlighted as a top buy opportunity, leveraging its dominant 73% market share, technological lead, massive scale, and pricing power to maintain growth despite the sector pullback.

08/03/2026, 4:30 AM • The Motley Fool

ASML vs. TSMC: Which Semiconductor Supply Chain Stock Is the Better AI Play?

The article compares TSMC and ASML as AI infrastructure investments. TSMC, the world's largest semiconductor manufacturer with 73% global foundry market share, reported Q2 revenue of $40.2B (up 33.7% YoY) with a 55.6% net profit margin. ASML, which manufactures advanced lithography machines essential for chip production, reported Q2 revenue of €9.32B (up 11% YoY). The author concludes TSMC is the better AI play due to its dominant market position, expansion plans, advanced 2-nm technology leadership, and central role in fabricating AI processors.

08/02/2026, 12:04 PM • The Motley Fool