TSMC (NYSE: TSM) has seen its shares rally over 170% in the past five years as AI chipmakers utilize its advanced plants. With revenue up 36% in 2025, TSMC’s growth is driven by HPC chips, with an expected 30% revenue increase in 2026 amid the AI boom.

Tech giants like Microsoft and Meta plan to increase AI infrastructure spending, benefiting TSMC as it ramps up production of 2nm chips. The company also aims to expand overseas plants to mitigate risks. These catalysts position TSMC as a top AI stock for investors in 2026.

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Read more at Nasdaq: 1 Artificial Intelligence (AI) Winner Hiding in Plain Sight for 2026