Investing in top AI semiconductor stocks like Nvidia, AMD, Broadcom, Marvell, and TSMC recommended.

From Nasdaq: 2025-06-28 03:55:00

Spending on artificial intelligence (AI) infrastructure is on the rise, with cloud computing operators, AI start-ups, and tech giants investing heavily. Five top AI semiconductor companies to watch are Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), Marvell Technology (NASDAQ: MRVL), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

Nvidia leads in AI infrastructure with GPUs and its CUDA software platform, boasting a 92% market share in the GPU space. Its parallel processing capabilities make it ideal for AI workloads, giving it a competitive edge in the market.

Advanced Micro Devices (AMD) excels in CPUs and AI inference, gearing up for growth in the expanding AI market. While NVIDIA dominates, AMD’s focus on inference could lead to significant market share gains.

Broadcom’s networking technology is crucial for AI clusters and data centers, with custom AI chips presenting a massive growth opportunity. Its role in developing custom AI chips for big tech companies positions it strongly in the market.

Marvell Technology contributes IP and technology for custom AI chips, collaborating with Amazon and Microsoft on chip development. Its involvement in custom chip projects indicates potential revenue growth in the future.

Taiwan Semiconductor Manufacturing (TSMC) is a key player in manufacturing advanced chips for AI infrastructure, benefiting from the industry’s growth. As chip spending rises, TSMC stands to benefit from its technological expertise and strong customer relationships.



Read more at Nasdaq: What Are the 5 Best Artificial Intelligence (AI) Semiconductor Stocks to Buy Right Now?