Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the Revolution

Taiwan Semiconductor Manufacturing (TSM) reported strong Q2 2026 results with $40 billion in revenue (up 39% year-over-year) and a 61% surge in EPS, driven by sustained AI demand. CEO C.C. Wei highlighted that agentic AI is reviving CPU demand in data centers, with all major architectures (x86, ARM, RISC-V) running through TSM's fabs. The company manufactures chips for Nvidia, AMD, Apple, Broadcom, and Qualcomm, positioning it to benefit from AI expansion beyond GPUs into memory, networking, and CPUs. The article argues TSM offers diversified AI exposure without betting on a single chip designer winner. It also includes a promotional link for an analyst's top 10 AI stock picks that exclude TSM.

First published Aug 4, 01:56 PM UTCUpdated Jul 21, 12:35 PM UTC1 reports · 1 sources

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Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the Revolution

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Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the RevolutionYahoo FinanceWesternJul 21, 12:35 PM UTC

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