Taiwan’s AI and semiconductor manufacturing funding is at risk of being cut in 2025, according to the science ministry. The cuts could total upwards of

Like Taiwan Semiconductor, Nvidia is riding a massive wave of investments as companies build new AI infrastructure. Nvidia CEO Jensen Huang estimates that spending in this segment will reach $2 trillion over the next five years, giving his company an unprecedented opportunity to benefit.

The last time Taiwan Semi had a setup similar to its current one, the stock doubled in the year that followed. Taiwan Semiconductor is the world's largest third-party chip manufacturer. It contracts out its chipmaking capacities to clients like Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL),