Taiwan Semiconductor holds 90% of the market in advanced processor manufacturing. Nvidia dominates the AI semiconductor space. Both are great AI stocks, but Taiwan Semiconductor's shares are cheaper.

Picking winners and losers won't be easy, but there's good news in that regard: Investors don't necessarily have to. The iShares Semiconductor ETF ( SOXX -0.85%) is an exchange-traded fund (ETF) packed with almost every hardware stock involved in the AI revolution. It can do the picking for you and here's why it might be a great buy for 2025.

There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes carried the entire market higher on its back. As one of the Magnificent 7 stocks that was largely responsible for the S&P 500‘s gains in 2023 and still responsible for much of the popular index’s

We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their portfolios and examine potential opportunities for 2025. Artificial intelligence (AI) was a dominant theme in the stock market during 2024,

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is propping up chipmakers.

Compared to NVIDIA’s EPS projections for $4.14 a share, which would only grow the underlying earnings by 41.3%, AMD looks like it has a better chance of taking over the market’s premium in this regard. However, growth rates that are less than 10% apart are not enough reason to buy a stock; valuations need to be considered.

Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough application arises.

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for NVDA and where I would buy NVDA stock in 2025.

Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications would take a very long time if powered only by central processing units (CPUs).

Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and systems. Find out why NVDA stock is a Buy.

Taiwan to establish renewable-energy-powered computation center with Super Micro and Nvidia as key players. US approves defense aid for Taiwan.Taiwan to set up green computation center with Super Micro and Nvidia,