Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead
These supporting stocks often get ignored in favor of higher-profile names.
Overview
Many investors argue that Taiwan Semiconductor Manufacturing (TSMC) is the most crucial chip company. Given that it manufactures the chips designed by Nvidia, Broadcom, and other chip giants, the industry would collapse without it.
Unfortunately, TSMC built most of its fabs in Taiwan, a geopolitical hotspot. While an invasion of Taiwan is unlikely, investors have to account for the possibility of such an event, one that could cost the company most of its production capacity.
Details
Knowing that, investors may want to look to the equipment makers, and these two semiconductor stocks could drive returns.
Source
Originally published at www.fool.com.
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