ASML vs. Marvell: Which AI Stock Is the Better Buy for 2027?

The Motley Fool compares ASML and Marvell as AI-related semiconductor plays. ASML holds a monopoly on EUV lithography machines needed for advanced chips, posting $36.7B revenue (up 15.6%) and $10.8B net income for the fiscal year ended Dec. 31, 2025, a 29.4% net margin. Marvell focuses on data infrastructure and connectivity for the AI era.

• Marvell Reaches $115 Billion Deal for Lumentum2026-11-02
• Marvell in Advanced Talks to Buy Lumentum in AI Push2026-10-28
• Marvell unveils second-gen Structera X amid stock slump2026-10-21
• ASML says AI chip demand stretches into 20302026-10-19
• AI stocks diverge as Nvidia, TSMC slip but earnings stay strong2026-10-18