The AI boom has led to the gradual emergence of the Matthew effect in the US chip sector. Some companies in the consumer industry are still in a cold winter. After a series of chip company financial reports were released, the industry has formed a strong "Matthew effect", with few companies closely related to artificial intelligence noticeably strengthening, while others have given up some of their previous gains due to limited semiconductor recovery. The latest performance of TSMC, a leading foundry company, and Asma, a leading lithography machine company, indicates that artificial intelligence technology has brought tremendous boost to both companies, providing investors with reasons to continue buying these two new US stocks.