The semiconductor industry generated $792 billion in revenue in 2025, up nearly 26% from 2024, and McKinsey estimates it could reach $2.3 trillion in 2030, above the $1.6 trillion guidance issued a year ago. ASML's sales of new lithography systems rose 71% year over year to 113 units last quarter, and its Q3 revenue increased 55% to 11.66 billion euros, with plans to raise EUV capacity by 30% next year. TSMC's Q3 revenue grew 41% year over year to $46.7 billion, and it holds 73% of the global foundry market according to Counterpoint Research, with 79% of its revenue from chips at 7nm or below. The article notes that ASML is growing faster but carries a premium valuation, while TSMC is presented as a mix of growth and value.
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| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/03/2026 | 206.57 |
| Change that session | +2.23% |
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