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Sristi Suman Jayaswal

Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

Huang TSM TSMC Taiwan Semiconductor Nvidia Semiconductor Taiwan AMD

Artificial intelligence (AI) is experiencing its gold-rush moment - from chatbots to generative models, the world is hungry for computing power, and chipmakers are cashing in big. U.S. policymakers are eyeing stakes in tech firms under the CHIPS Act, signaling just how strategic this race has become. At the heart of all this is Taiwan Semiconductor (TSM), the world’s leading chip foundry, whose technological lead in 3nm and 5nm nodes remains untouched.

Nvidia’s (NVDA) visionary CEO Jensen Huang called TSM “one of the greatest companies in the history of humanity” during his recent visit to Taiwan. He revealed that TSM is crafting six next-gen AI products for Nvidia, including the Rubin architecture, its future AI powerhouse. Nvidia’s Taiwan workforce is growing rapidly, with Huang announcing plans for a massive “NVIDIA Constellation” office to strengthen the supply chain. 

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