Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
The Motley Fool
TSMC reported record monthly sales of NT$401.26 billion in January 2026, up 37% year-over-year, signaling robust ongoing demand for AI chips. This validates continued AI adoption and benefits Nvidia, which dominates the data center GPU market with 92% share and is poised to become TSMC's largest customer in 2026. With 94% of Wall Street analysts rating Nvidia a buy and expected 65% revenue growth, the company appears well-positioned to capitalize on the accelerating AI boom.
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