3 AI Stocks Poised for Long-Term Gains Despite Strong Year-to-Date Performance
Written by Chris Neiger for The Motley Fool -> TSMC will continue to benefit no matter who is in the AI lead. Alphabet's Gemini is already a fierce AI competitor. Nvidia still dominates AI processors, and more growth opportunities could be around the corner. Artificial intell
TSMC will continue to benefit no matter who is in the AI lead.
Nvidia still dominates AI processors, and more growth opportunities could be around the corner.
Artificial intelligence (AI) stocks have been volatile this year, with some companies posting big gains, followed by a recent sell-off in many semiconductor stocks.
But three companies that are still outperforming the S&P 500 year to date are Taiwan Semiconductor Manufacturing (NYSE: TSM) , Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , and Nvidia (NASDAQ: NVDA) .
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And there are some good reasons to believe that these three AI stocks could remain solid long-term winners. Here's why.
Taiwan Semiconductor Manufacturing , widely known as TSMC, is the world's leading semiconductor manufacturer, making about 70% of all processors and nearly 90% of all advanced processors. Essentially, if a large tech company needs AI processors made, it's going to hire TSMC.
That's been a huge boon to the company's chip manufacturing business over the past few years (sales rose 32% in 2025 to $121 billion), and there could be more growth on the way as tech giants boost demand for AI processors. The company estimates that by 2030, the global chip market will be worth $1.5 trillion, with AI processors leading the demand.
