Artificial Intelligence (AI) has come a long way since ChatgPt set madness in late 2022, with companies like Microsoft (Nasdak: Msft)) and Nafidia (Nasdaq: nvda) Hundreds of millions spend more technology.
But not only the giant with thirteen market covers that benefit from the artificial intelligence revolution-semiconductor companies like Taiwan NYSE: TSM) and Innodata (NASDAQ: InOD) It is also about to benefit in the coming years.
1. Taiwan semiconductor manufacturer
Although NVIDIA is still the family name when it comes to AI, the semiconductor manufacturer in Taiwan is the largest chip maker in the world, as it dominates about 90 % of the market and does not work not only with NVIDIA but Advanced small devices (Nasdak: AMD))and Broadcom (Nasdak: AVGO))And Qualcomm (Nasdak: Qcom)) also.
The company has seen +264.15 % growth in the past five years, and its stake in the market of the pure player It is expected to reach 66 % Before the end of 2025, undoubtedly driven by a strong request on 3NM and 5nm chips.
In fact, the TSMC computing branch was responsible for more than half of the company’s revenues last year, as mentioned before Bloomberg.
Through plans to develop new 2nm chips and expand their operations worldwide, TSMC is in a good position to take advantage of the increasing demand for artificial intelligence.
In fact, tsmc sales already It grew 42 % last month We have a customs tariff, you find its solutions more and more in everything from data centers to smartphones and electric cars (EV).
Accordingly, some Predictions Ask that TSMC shares may rise by up to +30.89 % next year.
2. Innodata
With somewhat different revenue pipelines, Innodata specializes in data engineering services and data necessary to train artificial intelligence models that customers use across technology, financing and health care sectors.
In fact, despite its smaller size, Innodata already has a history of commercial partnerships with five of The Magnificent Seven, which helped the company’s revenues 96 % increase.
Moreover, the appearance of specialized language models (LLMS), which requires explanatory data for the field such as those provided by Innodata, can explain more opportunities for New Jersey.
With this in mind, some estimates indicate that IND shares can see up to +121.30 % in the next 12 months.
All in all, TSMC and Innodata have the ability to become more integrated for the artificial intelligence series, manufacture advanced chips and provide data needed to train new language models. If the current industry continues, the two companies may suffer from significant growth.
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