Not Nvidia. Not Micron. If I Could Buy and Hold Only 1 Artificial Intelligence (AI) Chip Stock Through 2030, It Would be This One.
Nvidia and Micron are frequently named in headlines featuring AI chip stocks, but another company may be the better long-term buy.
The artificial intelligence (AI) chip industry relies heavily on Taiwan Semiconductor Manufacturing (TSMC), as every GPU that powers a model training cluster must be manufactured at TSMC's fab. Despite not designing the chips, TSMC's advanced-node capacity is the key constraint for how many AI designs actually ship. Consequently, the foundry that prints the silicon seldom receives the same level of attention as Nvidia, AMD, or Micron.
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