Better AI Chip Stock: Taiwan Semiconductor vs. Micron

The article compares Taiwan Semiconductor Manufacturing (TSMC) and Micron Technology as major AI chip players. While TSMC manufactures logic chips and has a more stable business model, Micron produces memory chips and is positioned for significant upside due to expected memory chip shortages through 2028. The author recommends Micron as the better buy, citing its cheaper valuation (5.3x forward earnings vs. TSMC's 24x) and greater earnings potential, despite TSMC being a solid investment overall.