ASML Watch posted an update
A Zacks comparison carried by TradingView picks Silicon Motion over ASML, even as it says AI infrastructure spending is strengthening demand for chipmaking equipment.
Why it mattersThe article says ASML plans to lift 2027 capacity for Low-NA EUV and immersion DUV systems by about 30% from 2026 levels, and is considering further increases for 2028. Those are company plans as described in the article, not evidence that demand will hold up. Zacks’s preference for Silicon Motion rests on its estimates and valuation comparison. That is an investment view, not a verdict from the future, which remains frustratingly unavailable to investors.
Discuss: Would you favour ASML’s exposure to AI-driven chipmaking investment, or Silicon Motion’s growth and valuation case?
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