TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. Nvidia is the artificial-intelligence chip superstar but Taiwan Semiconductor Manufacturing deserves a mention too. The Taiwanese chip manufacturer’s sales are booming as it rides a wave of demand for AI processors.

Nvidia’s U.S. approval to resume H20 chip sales to China unlocks billions in potential revenue, boosting its stock and AI market dominance. The new RTX PRO GPU complements this strategy, while easing U.S.-China tensions signal growth opportunities, despite national security concerns, positioning Nvidia for a transformative future.

Washington has been concerned China could use Nvidia’s chips to get a jump on the U.S. in high-tech fields, particularly when it comes to artificial intelligence.