Thu, December 19, 2024
Wed, December 18, 2024

2 Stocks Set to Dominate in 2025

The article from The Globe and Mail discusses two stocks, Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding N.V., which are poised to dominate the semiconductor industry by 2025. TSMC, the world's largest contract chipmaker, is highlighted for its critical role in producing advanced chips for major tech companies like Apple and Qualcomm, with plans to expand its manufacturing capabilities significantly. ASML, on the other hand, is noted for its monopoly in extreme ultraviolet (EUV) lithography machines, essential for producing the most advanced chips. The article points out that both companies are expected to benefit from the increasing demand for semiconductors driven by trends like 5G, AI, and autonomous vehicles. It also mentions the geopolitical risks, particularly the tensions between the U.S. and China, which could impact TSMC due to its strategic importance. However, both companies are seen as strong investment opportunities due to their technological leadership and the indispensable nature of their products in the tech ecosystem.

Read the Full The Globe and Mail Article at:
[ https://www.theglobeandmail.com/investing/markets/stocks/TSM/pressreleases/30107526/2-stocks-set-to-dominate-in-2025/ ]