ASML Holding N.V. and Qualcomm Incorporated are two key players in the semiconductor industry, focusing on AI and advanced chip technologies. ASML is enhancing its manufacturing capacity, planning to increase its Low-NA EUV capacity by around 30% by 2027, indicating strong demand amid ongoing investments in AI technologies. Qualcomm aims to shift from mobile communications to become a leading connected processor company, with a particular focus on automotive and edge computing.
ASML’s 2026 sales are estimated to grow 36%, with EPS rising by 61%, while Qualcomm’s sales are projected to decline by 2.8% and EPS by 12.4%. Over the past year, ASML’s stock surged 115%, compared to Qualcomm’s 9.2% increase, although ASML’s higher price/sales ratio suggests it may be overvalued in comparison.
Both companies currently hold a Zacks Rank #3 (Hold), but ASML is seen as a better investment option with long-term growth expectations of 44.9%, in contrast to Qualcomm’s expected growth of only 6.2%.
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