--- 格式版本: 2 标题: "TSMC Just Announced Fantastic News for Nvidia Shareholders | The Motley Fool" 原文链接: "https://www.fool.com/investing/2026/07/16/tsmc-just-announced-fantastic-news-for-nvidia-shar/" 发布日期: "2026-07-16" 发布时间校准状态: "found" 发布时间来源: "llm:strict_local_body" 发布时间证据: "By Adria Cimino–Jul 16, 2026 at 8:10PM EST" 发布时间校准原因: "该日期位于标题下方作者署名处，明确标注为文章发布时间，符合优先选择规则。" 发布时间校准置信度: "100" 发布时间候选数量: 30 发布时间严格候选数量: 2 发布时间原页读取状态: "原页面来自已抓取 HTML" 发布时间未找到原因: "候选日期无效或 LLM 未确认" 发布时间校准时间: "2026-07-19T18:56:56+08:00" 发现时间: "2026-07-19T17:45:50+08:00" 入库时间: "2026-07-19T10:58:33.113Z" 来源平台: "Tavily（AgentKey）" 搜索渠道: "tavily_web" 搜索词: "GPU" 匹配关键词: - "GPU" 相关厂家: - "NVIDIA" 相关专家: [] 内容类型: "网页" 抓取工具: "AgentKey Scrape" 清洗工具: "AgentKey Markdown + LLM 正文裁剪" 原始附件: [] AI优质: "否" AI打分: 35 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章主要讨论台积电财报及扩产对英伟达股价的影响，属于泛泛财经新闻，未涉及超节点、AI Rack、机柜级系统架构、供电散热互连等核心技术细节或部署信息，技术深度不足。" AI质检模型: "qwen3.6-plus" AI质检时间: "2026-07-19T18:58:33+08:00" AI主题相关性: 5 AI来源权威性: 8 AI新颖性: 10 AI技术细节: 2 AI商业部署信号: 5 AI完整性: 5 图片摘要: - "✗ ./assets/img-84beae97.webp | photo | 图片为沃伦·巴菲特照片，与文章主题（台积电和英伟达/GPU）无直接关联，属于装饰性配图" 采集批次: "2026年7月19日17点45分46秒" 采集批次ID: "20260719-174546-694" 去重键: "https://www.fool.com/investing/2026/07/16/tsmc-just-announced-fantastic-news-for-nvidia-shar" --- ## Key Points - TSMC reported revenue and profit that climbed in the double-digits in the recent quarter. - The company has been benefiting from the high demand for AI chips. When you want to know what's on the horizon for **Nvidia** ([NVDA](https://www.fool.com/quote/nasdaq/nvda/) 1.97%), it's a great idea to look to **Taiwan Semiconductor Manufacturing Co.** ([TSM](https://www.fool.com/quote/nyse/tsm/) 2.96%). These companies work hand-in-hand, and TSMC, as the world's biggest chip manufacturer, has a particularly broad view of the chip market. TSMC just reported quarterly earnings, and both revenue and profit blew past estimates. The company has been on a roll, with earnings soaring quarter after quarter amid the artificial intelligence (AI) boom. Companies have rushed to TSMC to manufacture their chips to keep up with soaring demand. And in this latest report, TSMC delivered two pieces of news that offer Nvidia shareholders a reason to cheer. Image source: Getty Images. ## Making the chips of many As mentioned, TSMC dominates the chip manufacturing space, producing the [chips of market leaders](https://www.fool.com/investing/stock-market/market-sectors/information-technology/gpu-stocks/) from Nvidia to **Advanced Micro Devices**. It's important to remember that these TSMC customers design their chips, but they don't have manufacturing capabilities, so instead turn to the expert, TSMC, for that. TSMC benefits from the successes of many market giants, so it's not too surprising that the manufacturer has seen earnings explode higher in recent years. In the second quarter, TSMC's revenue soared 33% to more than $40 billion, and earnings per share jumped 77% to $4.31. And the company forecasts third-quarter revenue in the range of $44.6 billion to $45.8 billion. Now, let's consider the two pieces of news that are positive for Nvidia shareholders. TSMC says it will increase its manufacturing investment in Arizona by $100 billion -- this brings its total investment in manufacturing there to $265 billion. This includes advanced packaging fabs -- TSMC has done some manufacturing for Nvidia in the U.S., but the chips have been sent to Taiwan for the advanced packaging steps, since the expertise has traditionally been there. The idea of a ramp-up in advanced packaging capabilities in the U.S. is excellent news, as it could save customers such as Nvidia time and money. ## NASDAQ: NVDA Nvidia Today's Change (-1.97%) $-4.09 Current Price $203.31 ### Key Data Points Market Cap $4.9T Day's Range $197.97 - $206.64 52wk Range $164.07 - $236.54 Volume 4.6M Avg Vol 156.7M Gross Margin 74.15% Dividend Yield 0.14% ## AI chip demand The second piece of good news has to do with TSMC's comments on the demand situation. Due to the company's work with so many chip designers, it remains in close contact with them and their customers. All of this offers TSMC a broad and accurate view of what's happening in the market and potentially what's to come. TSMC chief executive officer C.C. Wei said that signals from customers and their customers, mainly cloud players, are "very strong." This is key because it shows that chip players aren't just launching manufacturing for potential demand but instead for the needs of customers flocking to cloud service providers for compute. It's also important to note that cloud companies communicate with their customers and have visibility regarding their customers' future needs. All of this suggests the demand that Wei speaks of could be long-lasting. ## Nvidia's growth Nvidia, as a market leader that's seen its earnings and stock price skyrocket, has faced concerns that its fastest-growth days may be behind it. Investors have worried that the high levels of spending by [tech companies](https://www.fool.com/investing/stock-market/market-sectors/information-technology/) on AI infrastructure may drop off at some point -- and that AI-driven revenue may disappoint. If this actually happens, it would be terrible news for Nvidia. But so far, and now freshly supported by TSMC, the AI growth story remains strong. This means that Nvidia looks like an incredibly dirt cheap buy at today's valuation. As investors worried about the company's growth potential, they rotated out of the stock, and that has left it trading at 23x forward earnings estimates. Meanwhile, general market uncertainties have also pushed investors to sell some of their AI winners -- and we could imagine Nvidia among this bunch -- and rotate into other sectors. Considering Nvidia's bargain price right now and TSMC's fantastic news, the stock is one to buy and hold onto as [this AI story](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/companies-that-use-ai/) continues.