Taiwan Semiconductor Manufacturing Co.’s revenue climbed 39% in the first two months, quickening from 2024 in a sign of resilient demand for the Nvidia Corp. chips that power AI development.

News of more investment from the top chip manufacturer is exciting for Americans – but how about international competitors?

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) posted a 39% surge in revenue during the first two months of 2025 in signs that the demand for artificial intelligence (AI) chips remains resilient despite recent macroeconomic uncertainties.

Taiwan Semiconductor Manufacturing Co. (TSMC) showed a very strong 39% revenue growth for the first two months of 2025, reinforcing demand for Nvidia Corp. AI chips.

Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea -- as you're nearly guaranteed some form of exposure to GPUs or data centers.

We recently published a list of Top 10 Stocks Analysts are Watching as AI Selloff Deepens. In this article, we are going to take a look at where NVIDIA Corp (NASDAQ:NVDA) stands against other top stocks analysts are watching as AI selloff deepens.

TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.

Trump said TSMC’s plans would create “many thousands” of high-paying jobs and described the production of AI chips within the US as a “matter of economic security” for the country.

Striking a four-year deal with President Donald Trump, the Taiwan Semiconductor Manufacturing Co. (TSMC) plans to invest $100 billion in chip manufacturing plants in the US, sources told The Wall Street Journal.

NVIDIA's chip roadmap progresses from the B200, part of the Blackwell architecture, to the Rubin architecture, with hints of potential "ultra" chips or new

Nvidia’s chips are primarily manufactured by TSMC in Taiwan; however, some systems and computers utilizing these chips are produced in other regions, including Mexico.

As manufacturer of most of the AI chips globally, TSMC’s sales are barometer for sector. Read more at straitstimes.com.