Taiwan opened a new cloud computing center with a powerful supercomputer to advance their push for sovereign AI.

By Faith Hung and Rae Wee TAIPEI/SINGAPORE, Dec 12 (Reuters) - Taiwan's tech-heavy stocks show few signs of slowing a rally even as AI bubble worries cast a shadow over global markets, underscoring home-grown confidence in the structural advantages in AI that foreign investors may have overlooked.

Those customers are likely Microsoft, Meta Platforms, Amazon, and Alphabet. All four are working on custom AI accelerators to displace their reliance on Nvidia, and Meta is reportedly considering doubling down on custom chips by partnering with Alphabet to use its Tensor Processing Units.

TSM posted strong November 2025 revenue growth, driven by demand for advanced chips used by customers like NVDA.

The AI data center is part of Taiwan's goal of undertaking 10 major AI projects, announced earlier this year, to ensure the island remains competitive in the new AI era. It aims to invest over 100 billion New Taiwan dollars, equivalent to US$3.2 billion, and generate over NT$15 trillion in economic value by 2040.

TSMC's record-breaking revenue and margins position it to gain as AI demand grows and competition shifts. Click for this updated look at TSM stock.

Nvidia has been one of the biggest darlings of the artificial intelligence (AI) revolution, but another chip stock could be poised for a breakout.

JEN-HSUN HUANG co-founded NVIDIA Corporation in 1993 and has served as President, Chief Executive Officer and a member of the Board of Directors since its inception. He spoke with the Wall Street Transcript on the record in July of 2000.

Nvidia designs chips, but TSMC (Taiwan) and Samsung (Korea) manufacture them. Learn how the global network produces the GPUs powering the AI boom.

TSMC will be a successful investment regardless of which company is providing the most popular AI hardware. As long as there is massive spending in the AI realm, Taiwan Semiconductor will do well. With Nvidia projecting that global data center spending will reach $3 trillion to $4 trillion by 2030, TSMC makes for a great stock pick.

Mutual funds have added shares of Taiwan Semi for eight straight quarters, according to IBD Stock Checkup. In addition, five IBD Mutual Fund Index names hold shares. Fidelity Contrafund (FCNTX) has a position of 4.85 million shares and Janus Henderson Forty Fund (JARTX) held 3.16 million shares as of the September quarter.