{"data":[{"ticker":"ASML","slug":"asml-holding","name":"ASML Holding","exchange":"NASDAQ","sector":"Technology","layers":["chip-equipment"],"exposure":{"score":70,"tier":"Core","rationale":"Sells the EUV lithography machines that TSMC, Samsung, and Intel need to produce leading-edge AI chips, holding a monopoly position. Exposure hinges on AI sustaining advanced-node capacity expansion, though memory and mature-node demand also cycle its orders."},"price":1424.75,"change24hPct":5.02,"marketCap":549123915776},{"ticker":"AMAT","slug":"applied-materials","name":"Applied Materials","exchange":"NASDAQ","sector":"Technology","layers":["chip-equipment"],"exposure":{"score":78,"tier":"Core","rationale":"Applied Materials sells deposition, etch, and inspection equipment that chipmakers need to fabricate leading-edge AI processors and memory. AI-driven fab capacity is now the dominant demand engine for semicap spending, making the cycle central to the thesis."},"price":332.71,"change24hPct":4.22,"marketCap":264041775104}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.228Z","tier":"free","source":"https://supercyclehq.com/compare/asml-vs-amat","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/asml-vs-amat","html":"https://supercyclehq.com/compare/asml-vs-amat","md":"https://supercyclehq.com/compare/asml-vs-amat.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}