Jim Cramer Discusses These 10 Stocks & Comments On OpenAI’s Valuation

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

Number of Hedge Fund Holders In Q3 2024: 158

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most consequential firms in the semiconductor industry. It is one of two leading edge contract chip manufacturers in the world and is the market leader in terms of product quality. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s latest manufacturing processes are used by all of the world’s biggest chip manufacturers. In his previous remarks about the firm, Cramer shared that even if lower AI costs mean more GPUs, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) will nevertheless benefit from greater demand. His latest remarks were more telling, particularly in the context of the DeepSeek selloff:

“Actually Taiwan Semi’s really diverged from NVIDIA big time. And Taiwan Semi’s putting a lot of orders.”