2 AI Semiconductor Stocks to Consider Buying in 2025

Core Insights - Microsoft plans to invest $80 billion in global data centers this year, indicating strong ongoing investment in AI infrastructure [1] - The demand for AI chips is surging, with companies like Nvidia and Broadcom expecting deployments of AI chip clusters exceeding 1 million [1] Semiconductor Industry - Taiwan Semiconductor (TSMC) is a leading contract manufacturer benefiting from the AI chip boom, reporting a 36% revenue increase to $23.5 billion and a 50% rise in earnings per ADR to $1.94 [5] - TSMC's gross margin improved to 57.8% from 54.3% year-over-year, reflecting its pricing power amid competitors' struggles [6] - TSMC's stock is attractively valued with a forward P/E ratio of 19.5 and a PEG ratio of 0.65, indicating potential undervaluation [7] Equipment Manufacturing - ASML is the leader in extreme ultraviolet (EUV) lithography, essential for advanced chip manufacturing, with machines costing over $200 million [8] - ASML's next-generation high-NA EUV machines are priced around $380 million, with Intel and TSMC beginning to explore these technologies [9][10] - ASML holds a monopoly in the EUV market, positioning it for long-term success despite the delayed adoption of its latest technology [10][14]