Why are ASML and TSM's Revenue Growth so Different?

The podcast discusses the earnings reports of ASML and Taiwan Semiconductor (TSM), two key companies in the AI supply chain. It analyzes their recent financial performance, including revenue, net income, and future growth projections, comparing them against analyst estimates. The podcast emphasizes the importance of understanding each company's unique business model and customer base to accurately interpret their financial results and growth potential within the broader AI landscape, highlighting how ASML's position further up the supply chain affects its revenue streams compared to companies like NVIDIA and TSM. The host views both reports as positive, particularly emphasizing TSM's strong position and growth, while also addressing the geopolitical risks associated with the company.