$Taiwan Semiconductor (TSM.US)$ TSMC ($TSM). They have the m...

$Taiwan Semiconductor (TSM.US)$ TSMC ($TSM). They have the most advanced semiconductors and are rapidly expanding to maintain their lead over intel and Samsung. The only real bear case for them is an invasion from China.

$ASML Holding (ASML.US)$ ASML makes the most advanced photolithography equipment used by TSMC and others to manufacture chips. ASML and TSMC both have the best tech in their respective areas. However I think ASML has already been priced in more than TSM