As AI spending grows, so will the need for semiconductor capacity from TSMC. This should enable it to keep increasing revenue rapidly -- 41% year over year last quarter -- and perhaps eclipse $200 billion in sales in 2027. With a 50% operating margin, that would equate to $100 billion in bottom-line operating earnings.

Nvidia’s stock gained on Monday, lifted by renewed optimism around US corporate spending on AI chips, even as restrictions on sales to China continue to cloud the outlook.

Veteran Silicon Valley investor and TiE co-founder cautions that soaring AI valuations and unrealistic expectations could trigger a sharp market correction — echoing the crashes of 1987 and the dot-com era.

This AI semiconductor stock has more than doubled so far in 2025, and it can still be bought at an attractive valuation.

Daniel Loeb’s Third Point LLC made a bet on SK Hynix in the third quarter as it saw a way to play the artificial-intelligence trade in a cheaper way than U.S. options afforded.

Nvidia Corp. plans to invest as much as $1 billion in the artificial intelligence company Poolside, according to people familiar with the matter — part of a deal that would quadruple the valuation of the AI startup.

The chipmaker on Wednesday became the first publicly listed company to top $5 trillion in market value, boosted by demand for its AI chips.

Qualcomm announced the AI200 and AI250 and has plans to release AI chips annually.