In 2025, many AI stocks, including Taiwan Semiconductor Manufacturing (TSMC), Nvidia, and Advanced Micro Devices (AMD), faced challenges due to geopolitical tensions and tariff concerns. Despite a rough start, TSMC’s stock is currently up 14% year-to-date after a revenue of $25.5 billion in Q1, reflecting a 42% year-over-year growth. The company anticipates second-quarter revenue to reach between $28.4 billion and $29.2 billion.
Nvidia, recognized as the leading AI data center chipmaker, has rebounded from a 30% drop, currently boasting a 16% gain for the year. By fiscal year 2025, Nvidia’s revenue is projected to reach $200 billion. Concurrently, AMD’s share price has risen by 19% in 2025, with analysts estimating sales of $31.8 billion in 2025 and $37.4 billion in 2026, driven by its new AI chip series.
As investment in AI continues, companies like TSMC, Nvidia, and AMD are well-positioned for growth. TSMC claims over two-thirds of the foundry market, with Nvidia leading data center chip sales, while AMD aims to narrow its competitive gap with new product launches.
