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It’s Not Nvidia or AMD)

Slices known as GPUs (GPUS) may be the most important devices in developing artificial intelligence at the present time. Over the past two years, investing in semiconductor stocks has been a great idea – as you are almost guaranteed a form of exposure to data centers or data centers.

However, 2025 is not running the best start of chips.

Whether the drama brought by the Chinese company Deepseek, the new US President Donald Trump’s tariff, or the noble investor expectations, many names in the world of chips were not fine this year. From a macro perspective, VANECK Semiconductor ETF 4 % decreased so far in 2025 (as of March 3). When it comes to specific companies, take Nafidia and Advanced small devices,, Which witnessed its 7 % and 17 % decrease, respectively, so far this year.

Although many investors cannot look away from NVIDIA or AMD, another arrow was arrested in the broader sale in the semiconductor scene – and I think it is worth buying a decline at the present time.

Let’s explore why it seems now as a profitable opportunity to buy Taiwan manufacturing semiconductors (Nyse: tsm) Fist hand stock.

When it comes to recognizing the brand in the chips market, investors do not need to look further than NVIDIA and AMD. These two tyrants lead the charge in the GPU revolution. During, Broadcom It plays an integral role in preparing data centers with advanced chips, while Micron technologyThe importance of storage solutions for highly frequently frequented domains is increasing as the burden of AI data has become larger and more complicated.

With the presence of many other names that dominate the headlines and talks, I will not be surprised if you are not aware of the half or TSMC. The thing is that many leaders in the area of ​​the chips – including NVIDIA, AMD and Broodcom – should return to Taiwan half to a large part of their success.

TSMC specializes in Foundry solutions, a fictional term that mainly means that it actually makes chips and integrated systems of semiconductor companies. In other words, without TSMC, the NVIDIA chip structure will be a more tangible product.

Looking at the amount of demand for graphics processing units over the past two years, it should not be a surprise that Taiwan Simi’s revenues and profits are rising. However, I think the company’s growth has just started to launch.

Many “amazing” seven companies, such as Microsoftand Amazonand alphabetAnd Definition platformsThey explore the designated silicone as a strategy for deportation from excessive dependence on NVIDIA chips. It is said that the adult technology giants, as well as the Chatgpt Openai maker, are cooperating with TSMC to help revive their visions to life.

2025-03-07 22:15:00

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