“The Stock Market Is About to Get a Major JOLT”
TSM's leading-edge manufacturing demand is supported by strong Nvidia guidance and TSM's own strong earnings and guidance, indicating a positive outlook.
Next on the list is going to be Taiwan Semi. This connection is even easier. Nvidia needs someone to manufacture these advanced chips. Taiwan Semi is one of Nvidia's most critical manufacturing partners.
If Nvidia raises expectations for Blackwell and Rubin, that potentially means more advanced wafers, more advanced packaging, more capacity requirements, more demand for Taiwan Semi.
So, strong Nvidia guidance is another data point supporting Taiwan Semi's leading-edge manufacturing outlook. And we already heard from them. And they reported strong earnings and strong guidance, setting up the stage for strong demand.