Taiwan Semiconductor is in a unique place in the AI arms race. Companies like AMD and Nvidia don’t build any computing units; they just design the products and farm out manufacturing to other companies. These units obviously contain a lot of chips, and Taiwan Semiconductor is the world’s largest and most advanced semiconductor foundry. <\/p>\n According to research<\/a> by The Motley Fool, Taiwan Semiconductor accounted for about 72% of global foundry revenue at the end of 2025. That’s a massive chunk of the market, and with several companies making up the remaining portion, there’s really no other option in the industry outside of Taiwan Semiconductor. <\/p>\n So, regardless of whether AMD or Nvidia likes to work with TSMC, they’re forced to because it’s the only one with the production capacity available to meet the supply demands of these companies. Taiwan Semiconductor has remained a key partner for many companies. <\/p>\n Due to Taiwan Semiconductor’s neutral position, as long as there is increased spending on AI over the next few years, it’s in the driver’s seat to capitalize. Furthermore, it sees elevated demand lasting for a while. During TSMC’s last quarterly conference call, CEO C.C. Wei told investors that he expects elevated chip demand to last through at least 2029 or 2030. That’s several more years of strong growth, and with TSMC continuously launching new chip technology, it has several built-in price hikes along the way. <\/p>\n Taiwan Semiconductor is an excellent company at the epicenter of the AI build-out. Regardless of the outcome of AI,\u00a0Taiwan Semiconductor will be a winner, making it one of the safest stocks to invest in this sector<\/a>. <\/p>\n Should you buy stock in Taiwan Semiconductor Manufacturing right now? <\/p>\n Before you buy stock in\u00a0Taiwan Semiconductor Manufacturing, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Taiwan Semiconductor Manufacturing\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $440,710!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,335,252!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by nearly 5x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of August 30, 2026. <\/p>\n Keithen Drury<\/a> has positions in Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. Taiwan Semiconductor has cornered the logic chip market <\/p>\n