Key Takeaways TSM posted Q2 2025 revenue growth of 44% and EPS growth of 61%, fueled by AI demand.ASML delivered solid Q2 results but flagged uncertainty about 2026 growth and customer spending.TSM trades at a lower earnings multiple than ASML despite higher projected earnings growth.Taiwan Semiconductor Manufacturing Company (TSM) and ASML Holding N.V. (ASML) are two powerhouses at the heart of the global semiconductor ecosystem. TSM, based in Taiwan and also known as TSMC, is the largest contract chipmake ...