Motley Fool Money TSM or NVDA: Who Ya Got?
13 snips
Jan 19, 2026 
Join investment pros Jason Hall, known for his keen stock analysis, and Travis Hoium, a tech trends expert, as they dive into Taiwan Semiconductor's impressive Q4 numbers and their ambitious capex plans. They engage in a spirited debate over who reigns supreme in the AI space: TSMC or NVIDIA. The conversation also highlights the importance of corporate responsibility, featuring noteworthy companies that exemplify values celebrated on MLK Day. Discover how these giants influence the tech landscape and what it means for investors.
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TSMC's Q4 Reveals AI-Driven Strength
- Taiwan Semiconductor's Q4 showed massive margins and heavy concentration of advanced-node revenue, signaling intense AI-driven demand.
- Management plans $52–$56B capex, reflecting a possible sustained build-out rather than a short spike.
Capex Is Also Geopolitical Insurance
- TSMC's huge planned capex partly targets geographic diversification to reduce geopolitical risk.
- Expanding outside Taiwan makes the company materially less risky for long-term investors.
Who Matters More: Foundry Or Chip Designer?
- NVIDIA dominates data-center AI and provides full-stack advantage via CUDA and system design.
- But TSMC's foundry monopoly is foundational: without TSMC, current NVIDIA hardware couldn't exist.
