Long-Term AI Investment Opportunities: TSMC and Google Lead the Charge
Artificial intelligence represents a generational investment opportunity, mirroring the transformative impact of the internet. Industry leaders like Taiwan Semiconductor Manufacturing (TSMC) and Google are positioned to capitalize on this seismic shift.
TSMC's dominance in chip manufacturing makes it indispensable to AI development. The company reported 44% year-over-year revenue growth last quarter, fueled by demand from AI pioneers like OpenAI. Google's forthcoming Tensor G5 chip—manufactured by TSMC—signals accelerating momentum in the sector.