As the market's fears of an artificial intelligence (AI) bubble grow, investors would be well advised to focus on companies that have real earnings, durable competitive advantages, and exposure to long-term demand. Taiwan Semiconductor Manufacturing (NYSE: TSM) stands out for its dominance in chip manufacturing, making it one of the strongest stocks to hold even if the AI hype fades. Image source: Getty Images. Chipmakers like Nvidia and AMD continue to design processors capable of handling ever more demanding computing workloads. What most of the designers don't do is manufacture them in-house. Churning out high-end chips at scale requires specialized technology, expertise, and foundries that are neither cheap nor easy to build.
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