---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000972314.md"
description: "$Taiwan Semiconductor(TSM.US)Context: Nvidia and Taiwan Semiconductor are two primary beneficiaries of the artificial intelligence boom driving the semiconductor industry. Nvidia dominates the graphics processing unit and inference markets while expanding into physical artificial intelligence applications. Taiwan Semiconductor maintains a 73% market share as a leading third-party chip manufacturer serving multiple major customers. The good part about TSMC is that it manufactures chips for multiple customers, including Apple, Sony, MediaTek, Broadcom, Marvell, and others. TSMC's broad customer base allows it to serve multiple AI-focused end markets, including smartphones, personal computers, robots, and data centers. So, TSMC seems better-positioned to capitalize on the semiconductor industry's long-term growth, which will be primarily fueled by AI. TSMC and Nvidia are closely matched on the valuation front as well. Also, we have seen that both companies are projected to achieve nearly identical earnings growth over the long run. So, investors can consider buying either of these semiconductor stocks to capitalize on the AI infrastructure boom. Both companies dominate their respective niches in chip designing and manufacturing, which is why they are likely to grow at solid rates in the long run.My Trade: The temporary steep pullback is painful paper losses even for investors. However, I think this is great for long term accumulation.Takeaway: Moreover, TSMC and Nvidia are attractively valued despite their healthy growth rates. The overall selling is overdone in my opinion. @Captain's Treasure"
datetime: "2026-11-05T15:47:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000972314.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000972314.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000972314.md)
author: "[NewUser_oPJWOU](https://longbridge.com/en/profiles/18172005.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US)Context: Nvidia and T…


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## Comments (1)

- **Captain Leo · 2026-11-06T03:22:09.000Z**: Comparing who gets paid no matter which product wins, rather than who builds the best one, is the angle most of these match-ups skip👀 For anyone here holding chip names: does a long list of buyers count for more with you than owning the leader?


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**