ASML makes extreme ultraviolet (EUV) and deep ultraviolet lithography systems used to produce advanced chips, while Nvidia designs GPUs and networking products for AI data centers. Over the last 8 quarters, Nvidia's revenue has been nearly 10 times ASML's, and Nvidia keeps 74 cents of each revenue dollar as pre-tax profit compared with 49 cents for ASML. The article argues the gap reflects Nvidia capturing more of the value in the AI supply chain, while ASML is the sole supplier of EUV machines and may be just as important. ASML is building a new manufacturing campus in Eindhoven, and Nvidia introduced modular infrastructure designs to shorten data center deployment times in Europe. The author suggests ASML may be the safer stock given competition from Broadcom, while Nvidia's faster growth may offer more long-term upside potential.
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NvidiaASMLsemiconductorsartificial intelligence
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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