35 Most Important AI Stocks for 2025 According to JPMorgan

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

Number of Hedge Fund Holders: 158  

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) makes and sells integrated circuits and semiconductors. In 2024, TSM reported a record fourth-quarter net profit of NT$374.68 billion, driven by robust AI-related demand. The company anticipates this momentum to continue into 2025, projecting mid-20% growth in sales, largely fueled by global investments in AI infrastructure. AI-related servers and processors significantly contributed to this growth, with revenue tripling in 2024 and expected to double in 2025. TSM’s high-performance computing division, encompassing AI and 5G chips, accounted for 53% of its revenue, underscoring the company’s pivotal role in advancing AI technologies.

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