MiTAC Computing Democratizes AI at COMPUTEX 2025
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Globe and Mail
2 hours ago
- Globe and Mail
Prediction: This Unstoppable Stock Will Join Nvidia, Microsoft, Apple, Amazon, and Alphabet in the $2 Trillion Club by 2028
Key Points The need for next-generation AI processors has skyrocketed in recent years. Taiwan Semiconductor is the foundry trusted by the biggest names in AI and is well-positioned to prosper from these secular tailwinds. While it forms the foundation (or should I say "foundry") of the AI revolution, the stock is attractively priced. 10 stocks we like better than Taiwan Semiconductor Manufacturing › A paradigm shift has been under way in the world of technology over the past few years, driven by advances in the field of artificial intelligence (AI). In fact, the world's five most valuable companies by market cap, worth more than $2 trillion each, are arguably at the forefront of AI innovation. AI chipmaker Nvidia recently became the first company to surpass a $4 trillion market cap, as its graphics processing units (GPUs) are the gold standard for AI workloads, propelling its valuation to $4.5 trillion. Microsoft 's growing suite of cloud-based AI tools has fueled its growth spurt, clocking in at $3.9 trillion. Apple has a captive audience of more than 1 billion iPhones amid an Apple Intelligence upgrade, driving its value to $3.4 trillion. Rounding out the top five are cloud and AI leaders Alphabet and Amazon, sporting market caps of $2.5 trillion and $2.4 trillion, respectively, as of this writing. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » With a current market cap of roughly $1.3 billion, Taiwan Semiconductor Manufacturing (NYSE: TSM), often referred to as TSMC, is, I predict, on the fast track to become a member of the $2 trillion club by 2028. The adoption of AI continues to gain momentum, driving up demand for its most advanced chips in the process. As the world's largest and most renowned semiconductor foundry, TSMC seems ordained to join this elite collection of businesses. A chip off the old block After years of working in the shadows, TMSC has recently found itself in the limelight. The company describes itself as the "world's first dedicated semiconductor foundry," occupying a pivotal position in a tech world that increasingly relies on lightning-fast chips for AI and high-performance computing (HPC). And make no mistake, no chipmaker is held in as high a regard as TSMC. The company includes Nvidia, Arm Holdings (NASDAQ: ARM), Advanced Micro Devices (NASDAQ: AMD), and Apple among its biggest customers. The tech landscape has shifted since the dawn of AI. TSMC once depended on smartphone chips for the lion's share of its revenue, but HPC, including the specialized processors used for AI, has become the company's biggest breadwinner, recently accounting for 60% of sales. TSMC's growth is accelerating. Revenue grew 44% year over year to $30 billion in U.S. dollars (USD) in the second quarter, while earnings per American depositary receipt of $2.47 soared 67%. The company is expecting this surging growth to continue. Management's forecast is calling for third-quarter revenue of $32.4 billion in USD at the midpoint of its guidance, representing growth of about 38%. The path to $2 trillion TSMC sits in an enviable position as the world pivots to AI. Since the biggest names in technology use its industry-leading processors, it stands to benefit from the accelerating adoption of generative AI -- which has spread like wildfire over the past few years. Furthermore, TSMC's accelerating revenue provides evidence that it's well positioned to capitalize on this opportunity and will soon be catapulted into the company of multi-trillionaires. According to Wall Street, TSMC is on track to generate revenue of roughly $122 billion in 2025, giving it a forward price-to-sales (P/S) ratio of about 10.4. Assuming its P/S remains constant, TSM would have to generate revenue of $192 billion annually to support a $2 trillion market cap. Even more intriguing is that Wall Street is forecasting revenue growth of 16% and 19% in 2026 and 2027, respectively -- and TSMC has consistently outpaced expections. If the company clears those low-double-digit hurdles, it would probably achieve a $2 trillion market cap sometime in early 2029. However, given the company's history of outperformance -- and the accelerating opportunity -- I predict it will happen even sooner. Estimates regarding the expanding adoption of AI vary wildly. One of the more conservative estimates posits that generative AI could add between $2.6 trillion and $4.4 trillion to the global economy annually over the next decade, according to global management consulting firm McKinsey & Company. Even the more conservative estimates have been climbing as new use cases for AI are uncovered. Finally, at 28 times trailing-12-month earnings, TSMC is attractively valued, offering an economical way to invest in the once-in-a-generation opportunity afforded by AI. Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now? Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 18, 2025 Danny Vena has positions in Alphabet, Amazon, Apple, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
CBC
3 hours ago
- CBC
Relationships with AI are here, but do they really help with loneliness? It's complicated.
Researchers are increasingly turning to AI to help address loneliness and social isolation. But exploring this technology also raises questions about the social impact it may have on people.
Globe and Mail
3 hours ago
- Globe and Mail
SSSTC Launches World's First Industrial M.2 SSD Featuring KIOXIA's 8th generation BiCS FLASH(TM) Technology and PCIe(R) 5.0 Interface
Taipei, Taiwan--(Newsfile Corp. - August 19, 2025) - Solid State Storage Technology Corporation (SSSTC) proudly announces the launch of the SSSTC CA8 Series, the world's first industrial M.2 SSD built with BiCS FLASH™ generation 8 3D flash memory technology and a PCIe® Gen5 x4 interface. Offered in the industry-standard M.2 2280 form factor, the SSSTC CA8 Series is available in 512 GB, 1 TB, 2 TB, and 4 TB capacities. The SSSTC CA8 Series is the world's first industrial M.2 SSD to combine KIOXIA's 8th-generation BiCS FLASH™ 3D NAND technology with PCIe Gen5 x4 interface, image credit SSSTC. The SSSTC CA8 Series complies with PCIe® 5.0 and NVMe™ 2.0, supporting ultra-high-speed data access with transfer rates up to 32 GT/s per-lane-doubling the throughput of PCIe® 4.0 interface. With SLC caching, the SSSTC CA8 Series achieves sequential read speeds of up to 14,000 MB/s and write speeds up to 12,000 MB/s, along with random performance of up to 2,000K IOPS (read) and 1,600K IOPS (write) - making it one of the fastest industrial SSDs on the market. At its core is KIOXIA's 8th generation BiCS FLASH™ 218-layer 3D TLC NAND Flash Memory with CMOS directly Bonded to Array (CBA) wafer bonding technology , enabling a 20% improvement in write performance, over 10% reduction in read latency, and up to 30% better power consumption. These enhancements make the SSSTC CA8 Series a critical enabler for data-intensive edge computing and high-performance industrial workloads. Designed for long-term reliability and broad system compatibility, the SSSTC CA8 Series features: MTBF exceeding 3 million hours Wide operating temperature range (0 °C to 85 °C) Supply longevity of 5 to 10 years Its robust durability and consistent performance make it ideal for demanding applications such as AIoT, factory automation, networking, in-vehicle systems, and edge servers-especially those involving Edge AI workloads. To ensure data integrity and system resilience, the CA8 Series includes: High-performance ECC Power Loss Notification (PLN) to prevent data corruption during unexpected shutdowns AES-256 encryption and TCG Opal support for advanced data protection As a subsidiary of KIOXIA, SSSTC is committed to delivering highly stable, high-performance SSD solutions to global enterprise and industrial customers. The SSSTC CA8 Series is scheduled to enter mass production in Q4 2025. For more information, please visit the SSSTC website. About Solid State Storage Technology Corporation (SSSTC) SSSTC, a subsidiary of KIOXIA-one of the world's leading memory solution providers-is dedicated to the development, manufacturing, and sales of solid-state drives (SSDs). By combining its in-house R&D capabilities with KIOXIA's cutting-edge NAND flash technology, SSSTC consistently delivers high-quality, high-reliability industrial-grade and enterprise-grade SSD solutions to customers worldwide. Trademark Notice: - NVMe is a registered or unregistered trademarks of NVM Express, Inc. in the United States and other countries. - PCIe is a registered trademark of PCI-SIG. - Other company names, product names and service names may be trademarks of third-party companies.
