So, TSMC’s results and outlook can be considered a barometer for the semiconductor industry’s health, which has been benefiting big time from the rapid adoption of artificial intelligence (AI). That’s why TSMC CEO C.C. Wei’s recent comments bode well for AI stock<\/a> investors.<\/p>\n Bloomberg recently reported that TSMC expects global semiconductor supply to remain short of demand for several years, primarily due to AI. Wei said, “It will be a long time before we can meet customer demand,” even though the company is bringing new fabs online.<\/p>\n It is worth noting that TSMC is poised to spend a whopping $265 billion on building 10 semiconductor fabrication plants in the U.S. However, bringing those fabs online will take time. Given that the four major hyperscalers in the U.S. are on track to have $725 billion in capital spending this year to bolster their AI infrastructure, it is easy to see why the TSMC CEO expects supply to fall short of demand over the long run.<\/p>\n Management consulting giant McKinsey estimates that the global semiconductor market could be worth $1.6 trillion in 2030, up from $775 billion in 2024. However, that’s McKinsey’s base-case scenario, with the firm anticipating the semiconductor industry to generate $1.8 trillion at the top end in 2030.<\/p>\n TSMC, therefore, seems on track to deliver years of outstanding growth, as the AI supercycle<\/a> isn’t going to go away anytime soon. A supercycle is a persistent period of strong demand for products and services that exceeds supply. This sets the stage for a favorable pricing environment for suppliers. So, Wei’s comments suggest that strong demand for AI chips will remain a tailwind for the semiconductor sector, enabling companies to deliver solid long-term growth.<\/p>\n Now seems like a great time to buy AI chip stocks <\/p>\n There are several options investors can consider to capitalize on the AI supercycle. The good news is that there are many semiconductor stocks available at attractive valuations right now.<\/p>\n It is worth noting that these companies have been clocking phenomenal earnings growth. Also, they are attractively valued, considering that the tech-focused Nasdaq-100 index has a forward earnings multiple of 27.3, which is why they are no-brainer buys right now.<\/p>\n Should you buy stock in Taiwan Semiconductor Manufacturing right now? <\/p>\n Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Taiwan Semiconductor Manufacturing wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $439,038!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,277,804!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 942% \u2014 a market-crushing outperformance compared to 206% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 10, 2026. <\/p>\n Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Micron Technology, Nvidia, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"TSMC](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/06\/ca099a9f3ee80567e5db81eeae291774.jpeg\")
Image source: TSMC. TSMC CEO’s comments indicate that the AI supercycle will be long-lasting <\/p>\n<\/a> Data by <\/a>YCharts<\/a> <\/p>\n