Key Points TSMC's growth rate has been improving due to the healthy demand for AI accelerators. The company could outperform analysts' expectations and surge significantly over the next three years. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Artificial intelligence (AI) infrastructure spending isn't slowing down, and that's not surprising, as major hyperscalers and AI companies need to fulfill massive contractual backlogs. Oracle , for instance, recently reported a contractual backlog of a whopping $664 billion. Meanwhile, Alphabet notes that its Google Cloud backlog hit a whopping $514 billion in the second quarter.
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