Semiconductor Sales Could Keep Soaring in 2026: 1 Top Stock to Buy Hand Over Fist Before That Happens

Group 1 - The recent surge in AI infrastructure deals is significant, with many agreements valued at $100 billion or more and spanning multiple years [1] - Nvidia remains the leading company in AI computing hardware, but Broadcom and AMD are increasingly securing large contracts for their custom AI chips and GPUs, complicating investment assessments [2] - All three companies—Nvidia, Broadcom, and AMD—are fabless, relying on Taiwan Semiconductor Manufacturing (TSMC) for chip production, which positions TSMC favorably to benefit from rising AI infrastructure spending [3] Group 2 - TSMC is the dominant player in the semiconductor foundry market, leading in revenue and technological advancements [5] - TSMC currently produces the most advanced 3-nanometer chips, which allow for more transistors and enhanced chip performance [6] - TSMC is set to begin producing 2-nanometer chips later this year, which will offer 25% to 30% less power consumption at the same speed, addressing energy concerns for AI companies [8]