By Unknown
Publication Date: 2026-08-24 09:47:00
Key Points
Determining which chipmaker will get more chips into future data centers is practically impossible.
This company provides essential technology for developing high-end AI accelerator chips.
It benefits from a virtuous cycle that ensures it’s highly profitable, but the stock remains relatively cheap.
Incredible demand for artificial intelligence (AI) compute has driven sales at some of the biggest chipmakers to new heights. Nvidia has been one of the biggest beneficiaries of demand for compute, as its GPUs offer unparalleled computing power. Advanced Micro Devices is also seeing strong demand for its competing GPUs. Meanwhile, Broadcom has emerged as a key partner for several hyperscalers designing their own chips for AI training and inference.
But the biggest winner in AI semiconductors won’t be any of those massive chipmakers. It’s the company with both the technology and the scale to support the growing semiconductor industry. Here’s why Taiwan Semiconductor Manufacturing
