TSMC Stock Is Crushing Nvidia In 2026 — Here Are 3 ETFs That Cut Magnificent 7 Risk

benzinga_article
2026.01.15 15:32
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Taiwan Semiconductor Manufacturing Co. (TSMC) is outperforming Nvidia in early 2026, following a strong earnings report that has shifted chip leadership. TSMC's shares rose 4%, with a year-to-date gain of 10%, while Nvidia's shares fell 2%. TSMC reported a gross margin of 62.3% and earnings per share of $3.09, exceeding expectations. The company plans aggressive expansion and projects 2026 sales growth near 30%. This shift is prompting investors to seek ETFs with significant TSMC allocations, such as Global X Emerging Markets ex-China ETF, National Security Emerging Markets Index ETF, and SP Funds S&P World ex-US ETF.