The dizzying rally seen in Nvidia (NVDA) stock in recent years has been something to marvel at. Trading close to $6 in 2020, the stock has surged above $135, generating outsized returns for investors along the way.

Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

In this video, I will go over Taiwan Semiconductor's (NYSE: TSM) recent earnings report and commentary from management. Watch the short video to learn more, consider subscribing, and click the special offer link below.

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Speaking on the sidelines of an event hosted by chip supplier Siliconware Precision Industries in Taichung, Taiwan, Huang explained the transition in Nvidia's chip packaging requirements.

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.

Nvidia's demand for advanced packaging from Taiwan Semiconductor remains strong despite evolving technology; plans to use CoWoS-L for Blackwell chip.

Nvidia's demand for advanced packaging from TSMC remains strong though the kind of technology it needs is changing, the U.S. AI chip giant's CEO Jensen Huang said on Thursday, after he was asked whether the company was cutting orders.

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

Compared to its industry, the company has lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.86 Billion, which is 0.68x below the industry average, potentially indicating lower profitability or financial challenges.

Cathie Wood has earned a reputation for making bold bets, and her latest high-conviction semiconductor play could signal where she sees growth outside of Nvidia.

Taiwan Semiconductor (TSM) is a strong investment with robust financial health and growth potential in the semiconductor market. Read more here.