{"id":183358,"date":"2026-01-31T13:35:00","date_gmt":"2026-01-31T18:35:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/01\/31\/this-artificial-intelligence-ai-giant-is-up-72-since-the-start-of-2025-and-it-looks-even-more-attractive-in-2026-hint-not-nvidia\/"},"modified":"2026-01-31T13:50:08","modified_gmt":"2026-01-31T18:50:08","slug":"this-artificial-intelligence-ai-giant-is-up-72-since-the-start-of-2025-and-it-looks-even-more-attractive-in-2026-hint-not-nvidia","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/01\/31\/this-artificial-intelligence-ai-giant-is-up-72-since-the-start-of-2025-and-it-looks-even-more-attractive-in-2026-hint-not-nvidia\/","title":{"rendered":"This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It Looks Even More Attractive in 2026 (Hint: Not Nvidia)"},"content":{"rendered":"<p><a href=\"https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-giant-72-start-2025-and-it-looks-even-more-attractive-2026-hint\">This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It Looks Even More Attractive in 2026 (Hint: Not Nvidia)<\/a><\/p>\n<p><a href=\"https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-giant-72-start-2025-and-it-looks-even-more-attractive-2026-hint\">https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-giant-72-start-2025-and-it-looks-even-more-attractive-2026-hint<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-01-31 13:35:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.nasdaq.com\">www.nasdaq.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Strong AI and Semiconductor Growth<\/strong>: AI stocks, particularly semiconductor stocks, had a strong year in 2025, driven by companies like Nvidia and Broadcom. Taiwan Semiconductor Manufacturing (TSMC) outperformed these companies, with its stock jumping 72% since the start of 2025.<\/p>\n<\/li>\n<li>\n<p><strong>TSMC&#8217;s Leadership in Semiconductors<\/strong>: TSMC is the world&#8217;s leading contract semiconductor manufacturer, with a dominant market share of 72% in 2025. Its technology and manufacturing capabilities have attracted significant customers, creating a virtuous cycle for revenue growth.<\/p>\n<\/li>\n<li>\n<p><strong>Buoyant Demand and Pricing Strategies<\/strong>: The high demand for AI chips enabled TSMC to raise prices on key chips and introduce planned annual price hikes through 2029. It also set a premium on its next-generation processes due to high demand.<\/p>\n<\/li>\n<li>\n<p><strong>Aggressive Investment and Future Outlook<\/strong>: TSMC plans to increase its 2026 capital expenditures by 32%, with investments focused on bolstering its manufacturing capacity and R&amp;D. This strategic investment is expected to lead to accelerated revenue growth and higher margins.<\/p>\n<\/li>\n<li>\n<p><strong>Attractive Valuation and Potential for Growth<\/strong>: Despite its robust performance, TSMC trades at less than 24 times forward earnings, making it attractive compared to peers like Broadcom and Nvidia. The company forecasts long-term growth at a compound annual rate of 25% from 2024 through the end of the decade.<\/p>\n<\/li>\n<li>\n<p><strong>Investor Considerations<\/strong>: Although TSMC is performing well, The Motley Fool Stock Advisor team didn&#8217;t select it as one of the top 10 stocks for investors to buy now, citing other potential high-return opportunities historically recognized by their service.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It&#8230;<\/p>\n","protected":false},"author":1,"featured_media":183359,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.nasdaq.com\/sites\/acquia.prod\/files\/2019-05\/0902-Q19%20Total%20Markets%20photos%20and%20gif_CC8.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-183358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/183358"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=183358"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/183358\/revisions"}],"predecessor-version":[{"id":183360,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/183358\/revisions\/183360"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/183359"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=183358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=183358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=183358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}