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BTCC / BTCC Square / Global Cryptocurrency /
Top Investor Bullish on Taiwan Semiconductor Amid AI Infrastructure Boom

Top Investor Bullish on Taiwan Semiconductor Amid AI Infrastructure Boom

Author:
Global Cryptocurrency
Published:
2025-06-19 16:16:02
20
2

Taiwan Semiconductor Manufacturing Company (TSM) has surged roughly 50% over the past two months, rebounding sharply from a post-Liberation Day slump. The rally coincides with aggressive capex spending by hyperscalers like Amazon, Google, and Meta, driving TSM’s May sales up 40% year-over-year.

KM Capital, a top-tier investor ranked in TipRanks’ top 3%, calls TSM a 'no brainer' investment. 'Major cloud and AI infrastructure investments reinforce TSM’s dominance,' the investor notes, citing Amazon’s new U.S. and Australia data centers, Google’s 85-acre Ohio land purchase for AI projects, and Meta’s 150MW geothermal initiative in New Mexico as tailwinds.

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