Taiwan Semiconductor (TSM) complains about ASML's price hikes despite having significantly higher gross and operating margins than ASML.
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TSMC says ASML is "too expensive"
Jul 23, 2026
The creator, a long-term ASML shareholder, discusses Taiwan Semiconductor's (TSMC) complaints about ASML's price hikes. Despite TSMC's complaints, the creator highlights TSMC's strong margins (64% gross, 56% operating) compared to ASML's (37% operating), questioning TSMC's complaints given the value ASML provides.
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The creator is a long-term ASML shareholder and its biggest position, but notes TSMC's complaints about ASML's price hikes despite ASML's lower operating margins.
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