ASML vs. Nvidia: Who Really Captures the AI Chip Boom? | The Motley Fool

ASML vs. Nvidia: Who Really Captures the AI Chip Boom? | The Motley Fool

By John Ballard
Publication Date: 2026-10-30 02:23:00

ASML (ASML +0.77%) makes the machines that make the world’s most advanced chips, yet Nvidia(NVDA -0.80%) brings in nearly 10 times as much revenue — here’s why that gap exists, and why it doesn’t make ASML the weaker business.

ASML & NVDA: Performance Comparison

Key Financial Metrics

ASML Stock Quote

ASML – ASML

$1,675.70

+0.77% (+$12.85)

Market Cap

$641B

52wk Range

$946.11 – $1,999.96

Gross Margin

54.33%

P/E Ratio

40.92

EPS (TTM)

$40.60

Dividend & Yield

$11.18 (0.67%)

Nvidia Stock Quote

NVDA – Nvidia

$213.66

–0.80% (–$1.72)

Market Cap

$5.2T

52wk Range

$164.27 – $243.37

Gross Margin

74.67%

P/E Ratio

27.23

EPS (TTM)

$7.91

Dividend & Yield

$0.52 (0.24%)

ASML: Steady Growth From the Sole EUV Supplier

ASML Holding primarily generates revenue by designing, manufacturing, and selling advanced extreme ultraviolet (EUV) and deep ultraviolet lithography systems that global semiconductor manufacturers require to produce highly complex integrated circuits for modern electronic devices.

It recently initiated construction of a major new Eindhoven manufacturing campus to systematically expand its operational footprint, and it concurrently faced ongoing geopolitical discussions about potential United States export restrictions…