---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40303481.md"
description: "$Taiwan Semiconductor(TSM.US) continues its aggressive capital expenditure, while also looking for alternative plans for part of NVDA's business. However, everything ultimately depends on TSMC, and its market cap is expected to reach 4-5 trillion within three to five years.NVDA GPU → Produced by TSMCAWS chips → Produced by TSMCGoogle TPU → Produced by TSMCMeta chips → Still TSMC"
datetime: "2026-04-29T22:42:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40303481.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40303481.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40303481.md)
author: "[KUNER](https://longbridge.com/en/profiles/17215758.md)"
---

# $Taiwan Semiconductor(TSM.US) continues its aggres…


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