TSMC Makes The Chips, But Nvidia Gets The Glory


  • NVIDIA stock soared 14% primarily because of strong Q4 and guidance.
  • NVIDIA’s GPU dominance in Artificial Intelligence (“AI”) has positioned the company in the realm of Generative AI, supplying chips for much-ballyhooed ChatGPT.
  • TSMC makes NVIDIA’s GPUs for ChatGPT as well as AI accelerators for several other companies that are moving to their own Chatbot services.

Racers cheering on track

Tom Merton

NVIDIA (NASDAQ:NVDA) reported revenue for the fourth quarter ended January 29, 2023, of $6.05 billion, down 21% from a year ago and up 2% from the previous quarter. GAAP earnings per diluted share for the quarter were $0.57, down 52% from a year ago and up 111% from

Nvidia GPUs


cHBM Dram die



SK hynix

HBM Production Process

Avery Design Systems

AI Processors manufactured by TSMC

Company reports

Pure play foundry market shares

The Information Network

NVDA vs TSM price


NVDA vs TSM ratings

Seeking Alpha

Nvidia vs TSMC ratings

Seeking Alpha

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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