It’s Not Nvidia or AMD)

MT HANNACH
8 Min Read
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Chipsets called graphic processing units (GPU) may be the most important EA development equipment at the moment. Over the past two years, investing in semiconductor actions has generally been an excellent idea – because you are almost assured of a form of exposure to GPUs or data centers.

However, 2025 did not succeed in the best start for flea stocks.

If it was the drama caused by the Chinese start-up In depthThe new prices of US President Donald Trump, or the high expectations of investors, many names in the chip have not resisted this year. From a macro point of view, the ETF Vaneck Semiconductor has dropped 4% so far in 2025 (March 3). Regarding specific companies, take Nvidia And Advanced micro-apparentsWho have seen their shares decrease by 7% and 17%, respectively, so far this year.

Although many investors do not seem to look away from Nvidia or AMD, there is another stock that has been taken in wider sales in the semiconductor landscape – and I think it’s worth buying the dive right now.

Let’s explore why now looks like a lucrative opportunity to buy Manufacture of Taiwan semiconductors (NYSE: TSM) The hand fist of the stock.

Regarding the brand’s recognition on the flea market, investors do not need to look much further than Nvidia and AMD. These two behemoths lead the charge in the GPU revolution. In the meantime, Broadcom plays a full role in the equipment of data centers with advanced chipware, while Micron technologyThe storage solutions for large bandwidth memory are increasingly important because the workloads of AI data become larger and more complex.

With so many other names that dominate titles and discussion points, I would not be surprised if you are not even aware of semi or TSMC Taiwan. The fact is that many leaders in flea space – including NVIDIA, AMD and Broadcom – should credit Taiwan Semi for a large part of their success.

TSMC specializes in foundry solutions, which is essentially a sophisticated term which means that it actually manufactures integrated chips and systems for semiconductor companies. In other words, without TSMC, Nvidia’s chip architecture would be more an idea than a tangible product.

Given the demand for GPUs in the past two years, it should not surprise that the income and profits of Taiwan Semi on the ground. That said, I think business growth is just starting to get started.

Many companies “magnificent seven”, such as Microsoft,, Amazon,, AlphabetAnd Meta-platformsExplore personalized silicon as a strategy to migrate excessive overcoming on Nvidia chipware. These major technology giants, as well as the cat manufacturer OPENAIwould have collaborated with TSMC to help bring their visions to life.

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