Oppenheimer analysts have spotlighted four semiconductor stocks as top picks for 2025, citing their strong alignment with the rapidly expanding AI sector. They anticipate sustained growth fueled by AI-driven demand,

Given the momentum in the AI space, TSMC's dominant position in high-end chip manufacturing, and the company's reasonable valuation, the stock looks like a good bet to move higher. Jeremy Bowman has positions in.

Taiwan Semiconductor stock is higher Thursday after the chip manufacturer beat expectations for its fourth quarter and issued a strong outlook. Here's what you need to know.