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As AI hype grabs headlines, these two tech titans are doing more than talking — they’re cashing in
<p data-start="646" data-end="889">It’s hard to have a conversation about work, tech, or the future without someone bringing up artificial intelligence. Whether you’re a fan or a skeptic, one thing’s for sure — AI isn’t just hype anymore. It’s becoming big business. Very big.</p>
<p data-start="891" data-end="1206">According to PwC, the global AI market could be worth more than $15 trillion by 2030. That’s not a typo. Trillion, with a T. And while the flood of AI startups and press releases can feel overwhelming, two established giants — Taiwan Semiconductor and Microsoft — are turning that potential into real-world profits.</p>
<h2 data-start="1208" data-end="1278">Taiwan Semiconductor: The AI Chip King Most People Don’t Talk About</h2>
<p data-start="1280" data-end="1399">Let’s start with the company at the heart of the AI hardware race: Taiwan Semiconductor Manufacturing Company, or TSMC.</p>
<p data-start="1401" data-end="1584">They’re not a household name for most people, but TSMC quietly powers nearly everything. If you’ve used a phone, laptop, or cloud service today, odds are you’ve used a chip they made.</p>
<p data-start="1586" data-end="1773">TSMC produces an estimated 90% of the world’s AI processors. Let that sink in. That includes the chips powering Nvidia’s AI tech — the same Nvidia everyone’s been talking about this year.</p>
<p data-start="1811" data-end="1975">Revenue for TSMC hit $25.5 billion in Q1 2025 — up 41% from last year. And profits? Those soared too, with diluted earnings per share climbing 60% to $2.12 per ADR.</p>
<p data-start="1977" data-end="2021">That’s not just impressive — it’s dominance.</p>
<p data-start="2023" data-end="2340">Management isn’t being coy about expectations either. CEO C.C. Wei recently confirmed that AI-related revenue is set to double in 2025 compared to last year. TSMC&#8217;s secret sauce? Their edge in next-gen chip manufacturing. They’re pushing ahead with their 3nm and 5nm tech while competitors are still playing catch-up.</p>
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<p data-start="2344" data-end="2439">3nm and 5nm chips are now in hot demand, and TSMC is leading in both production and efficiency.</p>
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<p data-start="2441" data-end="2660">Wall Street has taken notice, but the stock — despite soaring 142% over the last three years — still trades at a P/E ratio of 25. That’s below the S&;P 500’s average. So, despite the growth, it’s not outrageously priced.</p>
<p data-start="2441" data-end="2660"><a href="https://www.theibulletin.com/wp-content/uploads/2025/06/taiwan-semiconductor-chip-artificial-intelligence.jpg"><img class="aligncenter size-full wp-image-57722" src="https://www.theibulletin.com/wp-content/uploads/2025/06/taiwan-semiconductor-chip-artificial-intelligence.jpg" alt="taiwan semiconductor chip artificial intelligence" width="1164" height="692" /></a></p>
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<th data-start="2662" data-end="2694" data-col-size="sm">TSMC Key Financials (Q1 2025)</th>
<th data-start="2694" data-end="2702" data-col-size="sm">Data</th>
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<td data-start="2744" data-end="2775" data-col-size="sm">Revenue</td>
<td data-start="2775" data-end="2785" data-col-size="sm">$25.5B</td>
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<td data-start="2786" data-end="2817" data-col-size="sm">EPS</td>
<td data-start="2817" data-end="2826" data-col-size="sm">$2.12</td>
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<td data-start="2827" data-end="2858" data-col-size="sm">Gross Margin</td>
<td data-start="2858" data-end="2868" data-col-size="sm">56.02%</td>
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<td data-start="2869" data-end="2900" data-col-size="sm">Market Cap</td>
<td data-start="2900" data-end="2909" data-col-size="sm">$1.1T</td>
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<td data-start="2910" data-end="2941" data-col-size="sm">Dividend Yield</td>
<td data-start="2941" data-end="2950" data-col-size="sm">1.25%</td>
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<p data-start="2952" data-end="3174">And unlike some flashier AI names, this isn’t just smoke and mirrors. TSMC is a foundational piece of the entire AI ecosystem. They’re not building apps — they’re building the literal engines that make those apps possible.</p>
<h2 data-start="3176" data-end="3237">Microsoft: Betting Big and Moving Fast in the AI Arms Race</h2>
<p data-start="3239" data-end="3419">Then there’s Microsoft. Unlike TSMC, Microsoft’s name is already etched in the public consciousness. But it’s what they’ve done behind the scenes that’s made the difference lately.</p>
<p data-start="3421" data-end="3660">Their early and aggressive investment in OpenAI — the company behind ChatGPT — was a savvy move. Microsoft didn’t just write a check. They baked ChatGPT into Microsoft 365, into Azure, into GitHub. They made AI functional, not just flashy.</p>
<p data-start="3662" data-end="3736">The results? Azure cloud sales jumped 35% in Q3. That’s not a coincidence.</p>
<p data-start="3738" data-end="3984">The company now controls 21% of the global cloud market, behind only Amazon at 30%. But the gap’s closing. Microsoft is throwing $80 billion into cloud infrastructure this fiscal year. Yes, $80 billion. That&#8217;s more than the GDP of some countries.</p>
<p data-start="4012" data-end="4151">The idea is simple: own the infrastructure, own the future. If AI is oil, then Microsoft wants to be both the refinery and the gas station.</p>
<p data-start="4153" data-end="4328">Investors are already seeing the upside. The stock’s at $477, close to its all-time high, with a $3.6 trillion market cap. And even at a P/E of 36, many still see room to run.</p>
<p data-start="4330" data-end="4461">This isn’t just about hype. It’s about utility. Microsoft has made AI useful for coders, analysts, students, and enterprises alike.</p>
<h2 data-start="4463" data-end="4497">What Makes These Two Different?</h2>
<p data-start="4499" data-end="4594">So why highlight TSMC and Microsoft, when there are hundreds of AI-related companies out there?</p>
<p data-start="4596" data-end="4717">Because they’re not hoping AI becomes big. They’re already profiting from it. And they’re doing it from different angles:</p>
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<p data-start="4721" data-end="4796">TSMC is selling picks and shovels in the AI gold rush — the processors.</p>
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<p data-start="4799" data-end="4887">Microsoft is building the services that sit on top — the software, tools, and cloud.</p>
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<p data-start="4889" data-end="5087">It’s also worth noting: both companies are highly cash-generative, already profitable, and command significant moats in their respective spaces. This isn’t startup territory. These are tech pillars.</p>
<p data-start="5089" data-end="5317">And here&#8217;s the kicker — neither is pricing in wild growth just yet. TSMC, with its lower-than-average P/E, looks especially reasonable. Microsoft trades higher, sure, but it’s delivering on growth promises quarter after quarter.</p>
<h2 data-start="5319" data-end="5355">A Broader Picture of AI Investing</h2>
<p data-start="5357" data-end="5485">It’s easy to get overwhelmed in the AI investing conversation. New names are always popping up. Some IPOs sizzle. Others fizzle.</p>
<p data-start="5487" data-end="5670">But while headlines bounce from one hyped startup to another, the real money — the consistent money — is being made by firms that already own infrastructure, relationships, and reach.</p>
<p data-start="5672" data-end="5916">And let’s be honest. AI isn&#8217;t just a new tech fad. It’s shaping the next 20 years of productivity, search, code, health, even creativity. PwC’s $15 trillion forecast by 2030? That might end up conservative if adoption continues to pick up pace.</p>
<p data-start="5966" data-end="6065">That’s why watching where big players are placing their bets matters. Because they’re not guessing.</p>
<p data-start="6067" data-end="6138">Microsoft and TSMC aren&#8217;t trying to ride the wave. They <em data-start="6123" data-end="6128">are</em> the wave.</p>

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