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TSMC Outshines NVIDIA: AI Chip Growth Projections Soar

2/13/2026

Summary

Story summary

NVIDIA Corporation's stock has gained only 3% in six months amid concerns about valuation and AI spending.
Taiwan Semiconductor Manufacturing Company (TSMC) has risen about 43% and outperformed NVIDIA, supplying AI chips for various firms, including NVIDIA.
Analysts project TSMC revenue could rise about 30% in 2026, potentially reaching $159 billion.
Although NVIDIA is expected to show stronger growth, analysts view TSMC as the better value investment.

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Story summary

NVIDIA Corporation's stock has gained only 3% in six months amid concerns about valuation and AI spending.
Taiwan Semiconductor Manufacturing Company (TSMC) has risen about 43% and outperformed NVIDIA, supplying AI chips for various firms, including NVIDIA.
Analysts project TSMC revenue could rise about 30% in 2026, potentially reaching $159 billion.
Although NVIDIA is expected to show stronger growth, analysts view TSMC as the better value investment.