One is a high margin semiconductor manufacturer while the other is less well known and higher yielding services company.

Consequently, AMAT is now trading at a forward P/E of 34x, nearly double its 10-year median of approximately 18x, and is ...

Intel fell behind TSMC in the process race over the past decade. It plans to reclaim that lead by adopting ASML’s high-NA systems first. That’s a costly effort, but it might pay off in the long run.