Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the Revolution

2 months ago 40

Rich Duprey

Tue, July 21, 2026 astatine 7:35 AM CDT 4 min read

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TSM posted $40 cardinal successful Q2 revenue, up 39% twelvemonth implicit year, with EPS climbing 61% arsenic AI request continues to outstrip manufacturing supply.
CEO C.C. Wei says agentic AI is reviving CPU request successful information centers, and each large architecture runs done TSMC's fabs, including x86, ARM, and RISC-V.
TSM manufactures chips for Nvidia, AMD, Apple, Broadcom, and Qualcomm, giving investors AI vulnerability without betting connected which azygous decorator wins.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't marque the cut. Grab the names FREE today.

Artificial quality is moving into a caller phase. The archetypal question centered connected gathering monolithic GPU clusters to bid ever-larger models. Now the manufacture is broadening. Companies are investing successful AI memory, networking, storage, and progressively almighty CPUs to enactment emerging workloads specified arsenic agentic AI.

Close-up of CPU Chip Processor. Selective Focus.

That displacement matters due to the fact that it expands the fig of semiconductor companies benefiting from AI spending alternatively of narrowing it. Few businesses are amended positioned to capitalize connected that inclination than Taiwan Semiconductor Manufacturing (NYSE:TSM), which manufactures chips for astir each large AI decorator careless of which exertion yet comes retired connected top.

AI Growth Is Expanding Beyond GPUs

Taiwan Semiconductor's second-quarter results underscored conscionable however cardinal the institution has go to the AI ecosystem. According to its second-quarter net release, gross climbed to NT$1.27 trillion (about $40 billion), up 36% twelvemonth implicit year, portion nett income surged 77%. Gross borderline remained a robust 67.7%, highlighting that request continues to outstrip proviso for the company's precocious manufacturing capacity.

Those results shouldn't beryllium viewed arsenic a one-quarter success. Instead, they exemplify however AI request continues to ripple crossed the semiconductor industry.

Today's AI leaders, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Apple (NASDAQ:AAPL), Qualcomm (NASDAQ:QCOM), and galore others, trust connected Taiwan Semiconductor's manufacturing expertise. Whether companies are gathering GPUs, AI accelerators, networking chips, oregon customized silicon, galore yet extremity up astatine TSM's fabs.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't marque the cut. Grab the names FREE today.

Let's look astatine what that means. Instead of betting connected which spot decorator volition predominate AI implicit the adjacent decade, investors tin ain the institution gathering chips for astir each of them.

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