TSMC just delivered a stunning 58% increase in first-quarter profit, completely shattering analyst expectations on the back of relentless AI chip demand. This impressive financial milestone signals sustained momentum for the broader semiconductor supply chain and companies building next-generation artificial intelligence infrastructure.
Published on April 16
TSMC's 58% profit surge isn't hype — it's hard evidence that AI hardware spending is accelerating fast. The companies in this group sit right at the heart of that spending wave.
When the world's biggest chip maker breaks records, the ripple effect touches every layer of the supply chain — from equipment makers to packagers to server builders. This group is designed to capture that full picture.
These stocks were handpicked by professionals tracking the structural shift in AI infrastructure investment. You don't have to do the research — it's already been done for you.
TSMC's record-breaking 58% first-quarter profit surge is more than just one company doing well — it confirms a structural shift in how the world spends on technology. The relentless demand for AI processing power is forcing massive capital investment across the entire chip-making ecosystem, from equipment makers and packaging specialists to foundries and server builders. This group is built around that powerful, verifiable trend.
This is a growth-oriented group of stocks tied to a fast-moving industry. The companies here operate across different parts of the semiconductor supply chain, meaning they don't all do the same thing — but they all benefit when demand for advanced chips rises. Growth potential can be significant, but this sector can also experience sharp swings, so it's worth keeping that in mind as part of a balanced approach.
These stocks were carefully handpicked by professional analysts to reflect the full value chain behind the AI hardware buildout. Rather than focusing on a single company, the selection spans lithography equipment, advanced packaging, specialty foundries, and server systems — capturing the broader momentum that TSMC's earnings milestone has confirmed is very much real and still accelerating.
This basket's total market capitalisation is approximately 2,871,012.67 and is heavily anchored by a few large-cap constituents, giving it a generally stable, large-cap profile.
TSM: $1.71T
ASML: $563.12B
INTC: $326.06B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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12 of 16 assets in this group are rated Buy by professional analysts.
