Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, top-rated podcasts, and non-profit The Motley Fool Foundation.

Wedbush analyst Matt Bryson says Taiwan Semiconductor's strong Q2 earnings confirm red-hot demand for AI chips, signaling continued strength for Nvidia and the broader tech sector.

Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum. Click here to find out why TSM stock is a Hold.

Overall, with its combination of leading and emerging businesses, Alphabet looks like one of the best AI stocks to own over the long term. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors.

High-tech Innovators are all partnering with TSMC thanks to its industry-leading 2nm and A16 process technologies, which offer a crucial competitive edge in meeting the endless demand for energy-efficient computing,

Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand continues to fuel results at the world’s largest contract chip maker.