TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang

TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang

Quick Read Jensen Huang projects Taiwan Semiconductor will need to double production capacity over the next decade to meet AI demand. Nvidia trades at 23x forward P/E while Microsoft dropped over 25% and now trades below 24x forward P/E. Most paths route through Taiwan Semiconductor regardless of whether it’s custom silicon or Nvidia chips. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor …