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Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC) is a key player in the AI arms race, supplying Nvidia and Apple.
- TSMC's 2nm chip technology promises significant power improvements amid rising data center electricity costs.
- Projections show AI infrastructure spending could reach $490 billion next year and $2.9 trillion by 2029.
- Analysts say TSMC and ASML will benefit, making them top investment choices as demand rises.
