Why are ASML and TSM's Revenue Growth so Different?
Update: 2025-10-16
Description
Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different.
00:00 ASML’s earnings report
04:28 TSM’s earnings report
07:45 What these numbers mean
12:13 AI Demand vs Revenues
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