From MarketWatch:

The AI boom is back with a bang, with soaring AI stocks fueled by heavy investment in AI hardware by cloud infrastructure companies and startups like Nvidia and Super Micro Computer. Concerns of an AI bubble forming have been raised by experts, but leaders like Taiwan Semiconductor Manufacturing founder Morris Chang are confident in the sustained demand for AI infrastructure.

Demand for AI computing power is surging, with customers now requesting multiple fabs rather than just thousands of wafers. Taiwan Semiconductor (TSMC) is at the center of this demand as the world’s largest contract manufacturer for semiconductors, catering to key players like Apple and Nvidia. The high costs and regulatory challenges of building new fabs highlight the barriers to expanding chip manufacturing capacity.

TSMC is positioned as a top AI stock pick due to its dominant role in supplying AI chipmakers like Nvidia. As the demand for AI chips grows exponentially, TSMC’s market power and profitability are set to increase, making it a solid choice for investors looking to capitalize on the AI revolution. With TSMC’s stock showing strong performance and potential for future gains, it’s a promising addition to any AI stock portfolio.



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