Nvidia 5month 20day earnings, TSMC also in focus
Nvidia 5month 20day 2027year 1quarter earnings. The article said TSMC could benefit more broadly from demand for AI chips than Nvidia.
Nvidia 5month 20day 2027year 1quarter earnings are scheduled to be announced. The article explained that Nvidia shares had not always risen after earnings announcements. It also noted cases in which the shares fell after past earnings announcements.
The article's focus shifted from Nvidia's earnings themselves to TSMC. TSMC was introduced as a major semiconductor manufacturing partner of Nvidia. The article described it as the key company that actually makes the AI chips designed by Nvidia.
In the pure-play semiconductor foundry market, 72 percent market share. In the foundry 2.0 market, it has a 38 percent share, the article said. These figures were cited as evidence of TSMC's position to benefit from demand for AI chip production.
The article explained that TSMC's customers are not limited to Nvidia. It said that demand from multiple customers, including AMD, is flowing to TSMC. It emphasized that AI chip demand does not come from just one company.
TSMC2Plans were also presented to increase production capacity for nanometer-process chips. The article said2028by the year2nanometer production capacity could grow by an annual average of70percent. 2The nanometer process is used to produce high-performance chips that are smaller and more power-efficient.
The article also cited a forecast that TSMC shares could reach2028dollars per share in653. The forecast is based on the assumption that demand for AI semiconductors and TSMC's production position will continue. This is why TSMC was mentioned ahead of Nvidia's earnings announcement.
Sources: The Motley Fool
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