Nvidia's recent surge has led to a significant market capitalization lead over Taiwan Semi, with Nvidia worth around $3.4 trillion compared to TSMC's $1 trillion.
There's a possibility Taiwan Semi could surpass Nvidia by 2026, especially if certain market conditions align favorably for TSMC in the AI chip sector.
Despite Nvidia's dominance attracting most investor attention, Taiwan Semiconductor's role in the AI chip market might be undervalued, presenting a potential investment opportunity.
Taiwan Semi’s Q3 revenue beat expectations, prompting a notable increase in stock value and highlighting the company's ongoing relevance in the high-performance chip market.
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