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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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ASML vs TSMC $ASML Holding (ASML.US)$ down -10% YTD, at 54x...

ASML vs TSMC

$ASML Holding (ASML.US)$ down -10% YTD, at 54x ‘24 P/E 0.9% FCF yield pre-earnings
$Taiwan Semiconductor (TSM.US)$ up +96% YTD, at 25x ‘24 P/E 2.6% FCF yield pre-earnings

What happened? 🤨
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