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Nvidia’s stock investors just have big news from TSMC

Good news was difficult to come Nvidia (NASDAQ: NVDA) Investors lately, that is obvious from 10% of the company of company in the company price in the past three months.

Once tall Artificial intelligence (AI) The stock of chip was treaded by multiple flour Despite the release of the outstanding growth and drive over the expectations when released their last quarterly result in November last year. By concerns about a slow in their rise to their Demand Demand’s Account to the intensification to the Export Start Restruting.

However, Taiwan semiconduction manufacturers luck s (NYSE: TSM) Sales Data for January 2025 Data suggests investors’ investors on HIS CHIP DEMAND and NVIDIA’S YEARS may be overblown. Let’s see why it can be the case.

Nvidia is a fact chipnaker, which means you don’t own any manufacturing plants and simply design chips. The manufacturing is made by TSMC, the world’s semiconduction fundation which fabrics the chipics for the Consumer’s Electronic Cappies This is why 36% jump in the year in TSMC is an indicator that is an indicator that the request of Nvidia has not wanted.

The most importantly, 58% income in the final two months of 2024. As the Fiscal 202 years old, there is a solid church that the hopes of the wall is after this month.

Of course nvidia is not the only client that tsmc has. However, it is worth noting that nvidia has been reported the Customer of the 2023, 2023, for 11% of the latter income. Investments even, the recent developments indicate that the nvidic part of TSMC entry may increase. For example, Apple’sthat was the largest TSMC customer in 2023, noticed a tenth of 4% year in the year in the iPhone ship in the fourth quarter of 2024.

So it’s likely that TSMC may have you further chips more chips for nvidia in the last three months, and this could reverse in strong sales growth for the last. Another thing that’s worth noting here is that TSMC is predicted his advanced ability to approximately 85% to a hunting random for the month for the United States Chips.


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2025-02-14 12:55:00

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