{"image_url":null,"published":"2026-08-03 04:52:16","description":"English SummaryThe semiconductor supply chain is crucial for AI development. ASML and TSMC are two key players, with ASML focusing on lithography systems and TSMC on chip manufacturing. Investors are wondering which stock is the better AI play. \u65e5\u672c\u8a9e\u8a33AI\u306e\u958b\u767a\u306b\u306f\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u91cd\u8981\u3067\u3042\u308b\u3002ASML\u3068TSMC\u306f\u91cd\u8981\u306a\u30d7\u30ec\u30a4\u30e4\u30fc\u3067\u3042\u308a\u3001ASML\u2026","author_url":"https://blog.hatena.ne.jp/EASY103/","version":"1.0","html":"<iframe src=\"https://hatenablog-parts.com/embed?url=https%3A%2F%2Feconomic-english.hateblo.jp%2Fentry%2F2026%2F08%2F03%2F045216\" title=\"ASML\u3068TSMC: \u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u512a\u308c\u305fAI\u95a2\u9023\u682a\u306f\u3069\u3061\u3089\u304b - \u3042\u3057\u305f\u306e\u7d4c\u6e08\u82f1\u8a9e\uff1aAI\u7ffb\u8a33\u3067\u5b66\u3076\u6d77\u5916\u30cb\u30e5\u30fc\u30b9\" class=\"embed-card embed-blogcard\" scrolling=\"no\" frameborder=\"0\" style=\"display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;\"></iframe>","provider_url":"https://hatena.blog","height":"190","blog_url":"https://economic-english.hateblo.jp/","url":"https://economic-english.hateblo.jp/entry/2026/08/03/045216","width":"100%","categories":[],"blog_title":"\u3042\u3057\u305f\u306e\u7d4c\u6e08\u82f1\u8a9e\uff1aAI\u7ffb\u8a33\u3067\u5b66\u3076\u6d77\u5916\u30cb\u30e5\u30fc\u30b9","type":"rich","title":"ASML\u3068TSMC: \u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u512a\u308c\u305fAI\u95a2\u9023\u682a\u306f\u3069\u3061\u3089\u304b","author_name":"EASY103","provider_name":"Hatena Blog"}