4 semiconductor stocks giving the AI boom 'more legs'

January 15, 2026

4 semiconductor stocks giving the AI boom 'more legs' Francisco Velasquez Thu, January 15, 2026 at 11:21 PM GMT+5:30 3 min read TSM ASMLF TSMWF ASML AMAT The AI supercycle is far from exhausted, and semiconductor companies like industry titan TSMC (TSM) are among the catalysts to watch. "This earnings report, really more than anything, supports the idea that [the AI boom] is going to continue to move forward," Victoria Fernandez, chief market strategist at Crossmark Global Investments, told Yahoo Finance's Opening Bid. According to Fernandez, the great "rotation" out of Big Tech might finally "start to slow down a little bit." While market skeptics spent the past quarter betting on a broad exit from the "Magnificent Seven," a new wave of earnings from the semiconductor sector signals "there are more legs" to the AI race.

Credit: Yahoo

Key Highlights

Other key players to watch include ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX), as Fernandez points to the firms' respective "strong earnings." That renewed optimism is largely due to a fundamental shift in how the market views the picks and shovels of the AI era.
For months, investors feared that AI demand might be a bubble nearing its burst.
However, the latest data from these four companies — which build the hardware for Big Tech — tells a different story of rising capital expenditures, expanding margins, and relentless sales growth.
Leading that charge is TSMC, the world's most critical chip foundry, which dominates advanced chip production for giants like Nvidia (NVDA), Apple (AAPL), and Advanced Micro Devices (AMD).
TSMC CEO C. C.

Sources

4 semiconductor stocks giving the AI boom 'more legs'

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