TSMC的股票在2025年11月18日下跌2.88%,而ASML的股票上涨2.14%,反映了其在AI驱动的需求和地缘政治风险下在全球芯片供应中的关键作用。 TSMC's stock dipped 2.88% on Nov. 18, 2025, while ASML's rose 2.14%, reflecting their pivotal roles in global chip supply amid AI-driven demand and geopolitical risks.

TSMC和ASML是全球半导体工业的主要领导者,TSMC利用ASML的EUV平面印刷系统主导先进的芯片制造。 TSMC and ASML are key leaders in the global semiconductor industry, with TSMC dominating advanced chip manufacturing using ASML’s EUV lithography systems. 过去五年来,TSMC的年收入和收入分别增长24%和19%,使其库存几乎翻了三倍,而ASML的库存则由于对EUV设备的垄断而翻了一倍以上。 Over the past five years, TSMC’s revenue and earnings grew at 24% and 19% annually, driving its stock to nearly triple, while ASML’s stock more than doubled due to its monopoly on EUV equipment. 截止2025年11月18日,TSMC的库存量下降了2.88%至273.88美元,而ASML则上升了2.14%。 As of November 18, 2025, TSMC’s stock fell 2.88% to $273.88, while ASML rose 2.14%. TSMC直接接触AI和高性能计算等高需求部门使得它具有更强大的增长优势,尽管在地缘政治和宏观经济风险中,ASML对于未来技术进步仍然至关重要。 TSMC’s direct exposure to high-demand sectors like AI and high-performance computing gives it a stronger growth edge, though ASML remains essential for future technological advances amid geopolitical and macroeconomic risks.