When you hear investors talk about AI, names like Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD) pop up all the time. While those are great stock picks, investors can also go a layer deeper and look at a stock like Taiwan Semiconductor (NYSE: TSM). Taiwan Semiconductor is a chip foundry, which means that it manufactures the chips that giants like Nvidia and AMD design. Because it's selling its services to most of the competitors in the AI chip race, TSMC is set to keep profiting from the infrastructure build-out no matter which of them is gaining or losing ground. All TSMC cares about is whether companies are spending more and more on data centers each year. If they are, then TSMC will need to produce more chips to meet demand. Considering the language the market has heard from some of the AI hyperscalers and computing unit providers recently, I'd say it's a safe bet that 2027 will be another year for the record books. That bodes well for TSMC, and I think a $5,000 investment made now could be worth far more by 2030.
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