ASML may stay vital to AI chip supply even as Nvidia earns ten times more revenue
ASML Holding makes the extreme ultraviolet (EUV) lithography machines that enable chipmakers to produce the most advanced silicon, and it has begun building a new Eindhoven campus while facing possible U.S. export limits on older tools. Nvidia, by contrast, sells GPUs, data‑center platforms and networking gear that turn those chips into AI compute, and it recently rolled out modular…
Key points
- Nvidia generates roughly ten times the revenue of ASML over the last eight quarters
- Nvidia’s pre‑tax profit margin is about 74 cents per dollar versus ASML’s 49 cents
- ASML remains the sole supplier of EUV lithography machines, a critical bottleneck for AI chips
ASML vs. Nvidia: Who Really Captures the AI Chip Boom?
fool.com · 29 October 2026
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