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This Stock Is a Nearly Guaranteed Winner From the AI Infrastructure Buildout

The Motley Fool·
This Stock Is a Nearly Guaranteed Winner From the AI Infrastructure Buildout

Taiwan Semiconductor Manufacturing (TSMC) is positioned as an attractive AI infrastructure investment, controlling 72.5% of global foundry revenue with no viable competitors. The company supplies chips to major AI manufacturers like Nvidia and AMD, with projected AI chip revenue growth of mid-to-high 50% annually through 2029. Trading at 23x forward earnings—a discount to historical levels—TSMC offers both long-term AI exposure and near-term value.

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