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AMD CEO Lisa Su says AI demand will remain extremely strong for years as the chipmaker races to add more computing capacity.
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Jim Cramer said that investors seeking exposure to the AI boom could look to major technology companies that have several avenues to gain from AI.
-Reuters
Ten stocks now command roughly 41 cents of every dollar in the S&P 500, nearly twice the 23 cents shared by its 402 smallest companies.
AMD, CEG, MRVL, OPCH, FCEL were among the stocks seen trending on Tuesday, Oct. 6, 2026.
An analysis of a diversified $5,100 investment across five AI infrastructure semiconductor stocks (Nvidia, AMD, Broadcom, TSMC, and ASML) projects a potential 75% return by 2030, reaching approximately $8,900. The projection is based on analyst EPS estimates and forward P/E multiples, with each company positioned to benefit from the growing AI infrastructure market expected to reach $2.3 trillion by 2032.
While Nvidia and Micron dominate AI chip headlines, Taiwan Semiconductor Manufacturing (TSMC) is positioned as the superior long-term AI infrastructure play. TSMC controls ~73% of the foundry market and ~90% of advanced-node capacity, making it the critical bottleneck in AI chip production. With AI-accelerator revenue expected to compound at 50%+ through 2030, strong financial growth (36% YoY revenue growth in 2025), expanding margins, and a forward P/E of 28, TSMC offers better value than chip designers while maintaining a durable competitive moat.