Jensen Huang couldn't get TSMC to return his calls. Then its founder called.

Impact · against what's priced in

This article provides anecdotal historical context on the relationship between Nvidia and TSMC but contains no new fundamental data. Because the partnership is already a core assumption of both companies' current valuations, the news is not a catalyst.

TSM+0.00: Already priced in
The price assumes: TSMC's current position as the sole manufacturer for advanced AI chips
The story confirms the long-term nature of the Nvidia relationship, but this critical dependency and TSMC's role as the primary manufacturer are already fully priced in.
What TSM's price assumes · Sep 3

Jensen Huang couldn't get TSMC to return his calls. Then its founder called.

TSM▲37%
semiconductors
NVDA
ai
chipmaking
foundry
gpu
partnership
taiwan

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Jensen Huang couldn't get TSMC to return his calls. Then its founder called.

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