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

I have long thought that one of the best ways to invest in artificial intelligence (AI) and its infrastructure is to find a company that provides a product or service so compelling that it essentially dwarfs the competition. That's why two of my favorite stocks in the semiconductor supply chain are Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML).Both of these companies have been more-than-solid winners over the last five years, with net income for Taiwan Semiconductor (TSMC for short) rising 251% in that time, and revenue increasing by 165%. ASML has been strong as well, with better than 90% gains in both net income and revenue. Their shares in the last five years have outpaced the tech-heavy Nasdaq Composite by a wide margin.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool