Can AMAT Break ASML's Monopoly? [Forbes]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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Source: Forbes
SOPA Images/LightRocket via Getty Images (NASDAQ:AMAT), a leading global provider of semiconductor manufacturing equipment, now behaves like a monopoly. Within just six months, the stock nearly tripled from a low of approximately $161 in July 2025 to an unprecedented peak of around $330+. Consequently, AMAT is now trading at a forward P/E of 34x, nearly double its 10-year median of approximately 18x, and is approaching ASML's multiple of over 45x. This re-evaluation has fundamentally altered the conversation. AMAT is no longer considered merely as a cyclical equipment supplier; it is being valued as a structural victor, implicitly compared to ASML, which stands as the only true monopoly in the field. However, the underlying economics differ significantly. Does AMAT Exhibit Monopoly-Like Economics? The short answer is: No, its business is essential but not irreplaceable. ASML's premium valuation has long been justified due to its control over lithography, the critical step tha
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News
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TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 1/23/26 - Form 6-K
- 1/23/26 - Form 6-K
- 1/15/26 - Form 6-K
- TSM's page on the SEC website