TSMC Poised to Win the AI Hardware Race

Taiwan Semiconductor Manufacturing (TSM) is poised to be the ultimate winner in the artificial intelligence (AI) hardware race, according to The Motley Fool.

The company has cornered a huge part of the chip foundry market, controlling about 72% of global foundry revenue at the end of 2025. Its CEO C.C. Wei expects elevated chip demand to last through at least 2029 or 2030, which is several more years of strong growth.

TSMC's neutral position in the industry allows it to benefit regardless of whether AMD or Nvidia has the best AI model and computing units. As long as there is increased spending on AI over the next few years, TSMC will be in the driver's seat to capitalize.