Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans - TradingView

In the context of rapid advancement in artificial intelligence, NVIDIA CEO Jensen Huang delivered a strong endorsement of Taiwan Semiconductor Manufacturing Company (TSMC) during a speech in Taiwan. H... Read original →

Huang’s endorsement underscores TSMC’s structural dominance in the AI hardware value chain. Technologically, its mastery of sub-3nm EUV processes has become the bottleneck for next-gen AI accelerators, locking fabless players into its ecosystem. Geopolitically, while U.S. CHIPS Act subsidies inflate capex, TSMC’s Arizona and Japan fabs enhance supply chain resilience, satisfying Western 'de-risking' mandates. Competitively, Samsung and Intel’s foundry ambitions remain hamstrung by yield gaps and client trust deficits—NVIDIA, AMD, and Apple won’t gamble on alternatives for HPC nodes. Over the next 12–24 months, as AI infrastructure spending shifts from chips to packaging, TSMC’s CoWoS capacity will emerge as a new moat, transforming it from a pure-play foundry into an integrated systems enabler.