Key Points Piper Jaffray says AI chips from Taiwan Semiconductor are sold out through H1 2028. TSMC is Google's biggest contract manufacturer of TPU AI chips. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock gained 2.8% through 11:20 a.m. ET Wednesday on a positive prognosis from Piper Sandler regarding the artificial intelligence industry. Turns out, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) , which manufactures advanced AI semiconductor chips for Alphabet on contract, is "sold out through the first half of 2028." Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.
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