Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.

DEEPX (CEO, Lokwon Kim), an on-device AI semiconductor company, announced that it will participate in CES 2025, the world's largest electronics expo in Las Vegas, USA, next January to showcase its AI semiconductor mass-production ready achievements with global leaders.

Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this opportunity, TEL aims to invest JPY1.

Since AI emerged as the world's next megatrend about two years ago, one product in particular has become the technology sector's holy grail.

Nvidia gained $2 trillion in value during 2024 and is now one of the biggest companies in the world by market cap.

The stock market is taking a breather after a relentless run, but opportunities still abound, according to some on Wall Street.

These three AI stocks, in particular, are all trading at reasonable valuations and look like smart buys right now.

By Blake Heimann & Christopher Gannatti, CFA The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap

Artificial intelligence (AI) could be the most transformational technology in a generation. The technology will only improve over time, but development isn't cheap because it requires enormous data centers filled with specialized chips from suppliers like Nvidia.

Like Taiwan Semiconductor, Nvidia is riding a massive wave of investments as companies build new AI infrastructure. Nvidia CEO Jensen Huang estimates that spending in this segment will reach $2 trillion over the next five years, giving his company an unprecedented opportunity to benefit.

The past year has been a solid one for semiconductor companies, as evident from the 21% gains clocked by the PHLX Semiconductor Sector index during this period. For instance, while shares of Broadcom (NASDAQ: AVGO) have jumped an impressive 115% in the past year,

Nguyen Chi Dung, Minister of Planning and Investment, revealed that Vietnam is home to 174 foreign-invested projects in the semiconductor sector, with a total registered capital of nearly 11.6 billion USD.