---
title: "ASML vs AMAT"
canonical: "https://supercyclehq.com/compare/asml-vs-amat"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["ASML", "AMAT"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# ASML Holding (ASML) vs Applied Materials (AMAT)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | ASML | AMAT |
| --- | --- | --- |
| AI Exposure Score | 70 (Core) | 78 (Core) |
| Price | $1,424.75 | $332.71 |
| Market cap | $549.1B | $264.0B |
| Change 1d | +5.02% | +4.22% |
| Change 30d | -19.39% | -34.71% |
| Change 1y | +40.96% | +45.41% |
| P/E | 35.06 | 28.71 |
| Buildout layers | Chip Equipment & Foundries | Chip Equipment & Foundries |

## ASML Holding (ASML)

**AI exposure:** 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.

ASML sits in the Chip Equipment & Foundries layer of the buildout as its single most concentrated chokepoint. It holds a monopoly on EUV lithography, and TSMC, Samsung, and Intel cannot produce leading-edge AI chips without its machines. Exposure hinges on AI sustaining advanced-node capacity expansion, though memory and mature-node demand also cycle its orders. That position earns it an AI Exposure Score of 70 out of 100.

Full profile: https://supercyclehq.com/stock/asml-holding.md

## Applied Materials (AMAT)

**AI exposure:** 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.

Applied Materials sits in the Chip Equipment & Foundries layer of the buildout, supplying the machines that make AI chips possible. Chipmakers need its deposition, etch, and inspection equipment to fabricate leading-edge AI processors and memory, and AI-driven fab capacity is now the dominant demand engine for semiconductor equipment spending. That puts the AI cycle at the center of its thesis and earns it an AI Exposure Score of 78 out of 100.

Full profile: https://supercyclehq.com/stock/applied-materials.md

## Related comparisons

- [AMAT vs LRCX](https://supercyclehq.com/compare/amat-vs-lrcx.md)

---

Source: https://supercyclehq.com/compare/asml-vs-amat. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.