Posted 1/2/2024, 1:00:00 PM
Nvidia and TSMC: AI Chip Leaders Face Growth Opportunities and Supply Chain Risks
- Nvidia's graphics chips are vital for training AI models, driving huge stock growth in 2023
- Taiwan Semiconductor Manufacturing Company (TSMC) manufactures advanced chips essential for AI products
- Nvidia relies heavily on TSMC for chip manufacturing, creating supply chain risks
- TSMC has a more diversified customer base across industries, giving it more stability
- As AI evolves rapidly, Nvidia's closer proximity to end products means it may have to adapt more than TSMC