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foundry manufacturing

2 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Emerges as Ultimate Pick-and-Shovel Play as AI Chip Demand Surges

TSMC emerges as the ultimate AI infrastructure play, controlling 72% foundry market share with 40%+ earnings growth expected through 2026.
NVDAAMDAAPLTSMAVGO+2earnings growthmarket share
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Powerhouses to Hold Through 2035: TSMC and Palantir Lead the Race

TSMC and Palantir emerge as two essential AI holdings through 2035, with TSMC's chip-making dominance and Palantir's enterprise software platform both positioned for substantial long-term growth.
TSMPLTRartificial intelligenceAI adoption