When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, semiconductor stocks have ridden a wave of AI infrastructure spending, but few companies touch every part of that wave like Taiwan Semiconductor (TSMC). While graphics processors and custom AI accelerators battle for design wins, TSMC simply prints both.
