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Prediction: This Unstoppable AI Stock Will Join Nvidia, Microsoft, Apple, and Alphabet in the $3 Trillion Club by 2029
TSMCTSMC(US:TSM) Yahoo Financeยท2025-10-27 10:30

Core Viewpoint - The article discusses the potential for Taiwan Semiconductor Manufacturing Company (TSMC) to join the exclusive $3 trillion valuation club by 2029, currently occupied by Nvidia, Apple, Microsoft, and Alphabet, given its current valuation of $1.5 trillion [1][2]. Group 1: Company Positioning - TSMC is the world's leading contract chip manufacturer and plays a critical role in the AI supply chain, supplying chips to major companies like Nvidia, AMD, and Broadcom [4]. - The company is expanding its global footprint to mitigate risks associated with its location near mainland China, with a significant $165 billion investment in the U.S. to build several chip fabrication sites [6]. Group 2: Technological Advancements - TSMC is addressing the energy crisis associated with AI data centers by launching 2nm chips, which are expected to consume 25% to 30% less power than the previous 3nm generation when running at the same speed [7]. - The introduction of these 2nm chips is anticipated to support the growth of AI hyperscalers, despite the higher costs associated with the new technology [9].