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.

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

Both semiconductor stocks have experienced significant growth over the past few years. Nvidia's stock price has climbed over 900% over the last three years, while TSMC's stock is up a respectable 250%. However, investors should always look forward to what's next for a stock.

The new cloud facility, in southern city Tainan is hoped to become a key engine for AI development. Read more at straitstimes.com. Read more at straitstimes.com.

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.

Nvidia (NVDA) has informed Chinese customers that it is considering expanding production of its high-performance H200 AI chips after demand surpassed current supply, Reuters reported, citing two sources.

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.

Nvidia shares were down 1.4% at $182.36 on Wednesday after slipping 0.3% in the previous session, while the S&P 500 was flat and the Dow Jones Industrial Average rose 0.2%. The stock continues to struggle under the weight of policy uncertainty and rising competitive pressures in China,

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.

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.