10 Hottest Mega-Cap Stocks of 2025

6. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

If the AI revolution continues to dominate like it did last year, then the stock powering this revolution will continue to be a big beneficiary. Taiwan Semiconductor’s advanced packaging technologies enable it to be the backbone of AI development, with companies like Nvidia and Broadcom relying on it for their manufacturing.

The company is on course to becoming one of the key players in the United States semiconductor manufacturing infrastructure. The recent funding of $406 million through the CHIPS ACT also supports this development. This money will go towards setting up manufacturing facilities in Texas and Missouri. The company’s new plant in Japan was also expected to begin production by the start of the year.

The chip manufacturer’s upcoming 2nm technology will cement its place as a leader in chip manufacturing. Its high-performance computing segment accounted for over half of the revenue, and that isn’t expected to slow down anytime soon. The threat of US-China relationships worsening has always weighed on the stock and with Donald Trump’s second term about to begin, this will only increase in the coming year. However, investors can expect significant support for the company from the US, which should help the company financially.