TSMC

TSM

Market cap $1.51T

TSMC is one of the best-positioned companies to benefit from the continued boom in AI chips. Meanwhile, it wins no matter which chip designer takes market share.

Taiwan Semiconductor manufactures chips for all the major AI accelerator designers. The stock is fairly cheap for the AI sector.

It may be the spawn of a company that faded into irrelevancy, but GE Vernova is thriving as a standalone outfit. Most investors may not appreciate just how long it takes CRISPR Therapeutics to complete a dosing regimen and start collecting revenue.

AI chip competitors all rely one one company.

Nvidia continues to post excellent results each quarter. Taiwan Semiconductor's new technology could sustain the artificial intelligence (AI) buildout.

Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Friday, adding more than 7% on optimism about demand for AI-powered personal computers. Investors remain bullish on Intel amid escalating trade-secret litigation with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM).

If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.

Intel Corp. (NASDAQ: INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge's Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.

The demand for AI computing hardware isn't slowing down. Nvidia's best-in-class GPUs are drawing tons of demand.

Given its already huge market cap, Nvidia continues to top analysts' expectations. TSMC's ability to manufacture at scale ever-smaller nodes in the chips it produces will provide massive benefits.