EXCLUSIVE: Nvidia Keeps AI Profits, TSMC May Want a Bigger Cut
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.
Stocks · News reference
AMD stock gains 2% premarket following a technical breakout above key resistance. Analysts target up to $750 as AI momentum grows.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.
Taiwan Semiconductor Manufacturing (TSMC) is positioned as a low-risk, high-reward AI investment due to its dominant 72.5% market share in chip fabrication and irreplaceable manufacturing capacity. With massive capital investments ($265 billion for Arizona facilities) and projected AI spending growth to $3-4 trillion by 2030, TSMC is well-positioned to benefit from AI demand regardless of which specific chip designers lead the market. The stock trades at reasonable valuations of 26x forward earnings.
AMD stock dips 2% in premarket trading as investors take profits following its historic leap past a $1 trillion market cap.
The global WiFi chipset market is expected to expand at a 4.55% CAGR from $22.11 billion in 2025 to $28.88 billion by 2031, driven by adoption of WiFi 6E and WiFi 7 standards, IoT ecosystem growth, and hybrid 5G-WiFi deployments. However, spectrum congestion and signal interference in densely populated networks pose significant challenges to market expansion.
Three sectors are higher and eight are lower in Thursday’s regular session, with growth, cyclical and defensive sectors each represented among the top three. The leaders are separated rather than
MRVL stock falls in tech pullback, but analysts see huge AI opportunity ahead. Explore key targets and technicals.