From Nasdaq: 2025-04-23 04:03:00

Chip stocks have taken a hit due to concerns over tariffs and economic impact. Nvidia expects a $5.5 billion hit from chip export restrictions to China, affecting TSM as well. Despite short-term challenges, long-term prospects for Nvidia and TSM are strong, making them attractive investment opportunities with potential for growth.

Nvidia’s revenue has surged due to growing demand for GPUs, powering AI technologies. With a potential $1 trillion market in data centers, Nvidia is well-positioned for growth. TSMC, a key chip manufacturer, has significant market share and capacity to meet chip demand, offering strong growth potential for investors.

Despite export restrictions to China, TSMC remains strong with diverse revenue sources. With plans for significant investments in U.S. chip manufacturing, TSMC is poised for growth in AI chip demand. Attractive valuations and growth prospects make TSMC a compelling investment opportunity for long-term investors.

Investors can consider opportunities outside of China for Nvidia and TSMC, with their stock prices trading at attractive levels. With strong growth potential in AI chips and smart technologies, both companies offer long-term growth prospects for investors. Consider investing in Nvidia and TSMC for potential market-beating returns through 2030.



Read more at Nasdaq: 2 AI Chip Stocks Down Over 20% to Buy Now