TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

Impact · against what's priced in

TSMC's upward revision of 2026 revenue growth and persistent supply shortages provide evidence for the bull case that the market is currently discounting for both TSMC and Nvidia. While the news is positive, it primarily serves to validate growth trajectories that the current prices explicitly decline to pay for.

TSM+0.40

Challenges what's priced in

The price assumes