Analysts are making the case that a trio of AI-related stocks still have room to run, even after posting impressive gains so far this year. Taiwan Semiconductor Manufacturing — universally known as TSMC — is among them, according to reporting from The Motley Fool.
TSMC is described as the world's leading semiconductor manufacturer, a position that sits at the very center of the global AI buildout. Nearly every advanced AI chip — regardless of which company designs it — is fabricated in TSMC's foundries, making the company a kind of toll booth on the road to artificial intelligence.
The broader argument, according to The Motley Fool, is that strong year-to-date performance doesn't disqualify a stock from continued long-term gains. The outlet says there are "good reasons to believe" all three picks can remain solid winners, though the specific identities of the other two companies were not detailed in the available source material.
The framing reflects a common tension in growth investing: stocks that have already risen sharply can feel expensive, discouraging new buyers even when the underlying business case remains intact. Making the argument that past gains don't foreclose future ones is a way of addressing that hesitation directly.
For everyday investors, the story is a reminder that the AI investment wave is still unfolding — and that companies embedded in the infrastructure layer, like chip manufacturers, may have durable advantages that outlast near-term market swings.