Nvidia and Taiwan Semiconductor Manufacturing (TSMC) both reported record-breaking revenues, yet their stocks declined recently due to concerns about supply meeting AI demand and rising costs. Nvidia's revenue surged 105.8% year-over-year, driven by strong AI data center sales, but faces risks from high financing commitments and rising memory costs. TSMC, the leading chip manufacturer, also beat revenue expectations but faces margin pressure from costly 2nm technology and overseas factory expansions. Investors see TSMC as a steadier AI play, while Nvidia offers faster growth but with greater financial risks. Upcoming quarterly margins will reveal how each company manages rising expenses and supply challenges.
The recent revenue reports for Nvidia and Taiwan Semiconductor highlight the ongoing tension between rapid AI growth and cost pressures. On Pluang, Nvidia shares are priced at USD 218.40 with a 1-day gain of 1.10%, while Taiwan Semiconductor trades at USD 427.25, up 0.68% as of Oct 27, 2026 19:51 WIB. Investor interest leans slightly more towards Taiwan Semiconductor, with 70% of orders to buy compared to Nvidia's 57%.
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