Replying to @這是甚麼東西:TSM isn’t

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PJTRADE
01-11 13:57

Replying to @這是甚麼東西:TSM isn’t one of the options but agree it is a good option//@這是甚麼東西:If I could only hold ONE of these stocks through 2026, I'd pick Taiwan Semiconductor (TSM) because of its foundational role in the AI infrastructure buildout. As the world's largest chip foundry, TSM is the primary manufacturer for high-end computing chips used by major tech companies like Nvidia and AMD. The massive, multi-year capital expenditure (capex) commitments by hyperscalers (projected to be around $500 billion in 2026) ensures continued high demand for its manufacturing services. This makes it a neutral investment in the AI trend, benefiting regardless of which specific company designs the best chips.

# SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

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