NVIDIA, Micron, and TSMC, key players in the AI semiconductor supply chain, show strong growth potential even if AI budgets slow in 2027. Each controls a critical part of the AI hardware market: NVIDIA designs accelerators, Micron supplies high-bandwidth memory, and TSMC manufactures advanced silicon. Analysts see significant upside in their stock prices, supported by strong earnings beats and committed customer demand. While NVIDIA offers the highest growth if demand remains robust, Micron and TSMC are expected to be more resilient if spending cools due to their broad customer base and long-term supply agreements.
As of Oct 31, 2026 01:11 WIB, NVIDIA trades at USD 202.78, closer to its 52-week low of USD 165.17 than its high of USD 239.27, showing a 1-day drop of 5.09% on Pluang. In contrast, Micron is priced at USD 870.89, well above its 52-week low of USD 201.37 but below its high of USD 1.21K, with a steeper 1-day decline of 6.78%. Taiwan Semiconductor (TSM) stands at USD 403.59, nearer to its 52-week midpoint between USD 275.06 and USD 485.80, and shows a 6.54% decrease today. These price positions highlight how NVIDIA may offer higher growth potential, while Micron and TSM show resilience in a volatile market environment.
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