TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading manufacturer of AI chips, and Intel is not expected to pose a challenge to TSMC in the near future according to J.P. [1] Company Summary - TSMC holds a dominant position in the AI chip market, indicating its strong competitive advantage and market leadership [1] - Intel's current capabilities and strategic direction suggest that it will not be able to compete effectively with TSMC in the AI chip sector in the short term [1]