AAPL $343.50 +1.63% ▲ ACN $238.38 +0.16% ▲ ADBE $254.26 -0.02% ▼ ADEA $22.42 +5.26% ▲ ADIG $16.65 +4.13% ▲ ADP $293.83 +0.37% ▲ ADSK $243.73 -0.78% ▼ AEHR $63.56 -3.40% ▼ AEVA $10.50 +0.38% ▲ AGYS $115.89 -0.46% ▼ AI $11.82 +1.06% ▲ AIP $20.76 -3.04% ▼ ALAB $285.34 -3.77% ▼ ALKT $14.91 +2.12% ▲ ALNT $97.87 +5.29% ▲ AMBA $65.01 +0.80% ▲ AMBQ $52.37 +0.75% ▲ AMD $551.85 +0.15% ▲ AMPL $16.18 +3.06% ▲ AMZN $261.39 -0.78% ▼ ANET $182.67 -1.76% ▼ AOSL $23.68 +0.55% ▲ APLD $21.13 +5.36% ▲ APP $264.14 -3.53% ▼ APPN $48.85 +6.18% ▲ APPS $10.29 +3.09% ▲ ARM $225.65 -1.04% ▼ ARRY $3.37 +0.30% ▲ ARW $217.14 +1.03% ▲ ASML $1,665.22 -0.24% ▼ AAPL $343.50 +1.63% ▲ ACN $238.38 +0.16% ▲ ADBE $254.26 -0.02% ▼ ADEA $22.42 +5.26% ▲ ADIG $16.65 +4.13% ▲ ADP $293.83 +0.37% ▲ ADSK $243.73 -0.78% ▼ AEHR $63.56 -3.40% ▼ AEVA $10.50 +0.38% ▲ AGYS $115.89 -0.46% ▼ AI $11.82 +1.06% ▲ AIP $20.76 -3.04% ▼ ALAB $285.34 -3.77% ▼ ALKT $14.91 +2.12% ▲ ALNT $97.87 +5.29% ▲ AMBA $65.01 +0.80% ▲ AMBQ $52.37 +0.75% ▲ AMD $551.85 +0.15% ▲ AMPL $16.18 +3.06% ▲ AMZN $261.39 -0.78% ▼ ANET $182.67 -1.76% ▼ AOSL $23.68 +0.55% ▲ APLD $21.13 +5.36% ▲ APP $264.14 -3.53% ▼ APPN $48.85 +6.18% ▲ APPS $10.29 +3.09% ▲ ARM $225.65 -1.04% ▼ ARRY $3.37 +0.30% ▲ ARW $217.14 +1.03% ▲ ASML $1,665.22 -0.24% ▼

Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom)

October 3, 2026 · by TPW Pipeline

Semiconductor demand isn’t slowing down, driven by a persistent increment in artificial intelligence (AI) data center capacity. Market research firm Gartner expects the semiconductor industry to generate $1.6 trillion in revenue this year, up 92% from last year.

The firm expects another impressive double-digit jump in 2027 to $1.9 trillion. It is worth noting that AI data centers will account for 53% of the global semiconductor industry revenue in 2030, up from 36.5% in 2026. This is great news for Nvidia, Advanced Micro Devices, and Broadcom, which have benefited immensely from the secular growth of the semiconductor market.

However, I won’t be surprised to see Taiwan Semiconductor Manufacturing (NYSE:TSM) outperforming these semiconductor stocks next year. Let’s look at the reasons why.

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Source: www.fool.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.