Semiconductor Sales Could Keep Soaring in 2026: 1 Top Stock to Buy Hand Over Fist Before That Happens

It's impossible to ignore the massive AI infrastructure deals that have been announced recently. Many of these agreements will cover multiple years of hardware deliveries, with values in the $100 billion or greater range. While Nvidia has so far been the go-to company for AI computing hardware (and still holds a commanding lead in the space), deals for large quantities of Broadcom's custom AI accelerator chips and AMD's GPUs have begun to become more common. This may make it harder for investors to assess which one of these chip designers will be the biggest success story moving forward.However, all three of these companies are fabless businesses, which means that while they design chips, they don't manufacture them. Instead, they outsource the majority of their chip production to Taiwan Semiconductor Manufacturing (NYSE: TSM), which is a neutral player in this industry. I think it's one of the best-positioned stocks to benefit from the ongoing increase in spending on AI infrastructure, and investors should scoop up shares of it before 2025 is over in anticipation of what's coming in 2026 and beyond.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool