Zacks.com highlights NVIDIA Corp. and Taiwan Semiconductor Manufacturing Company Ltd. as AI chip stocks with 50%+ growth. TSMC expects Q1 2026 revenues of $34.6-$35.8 billion, up 25.5% YoY. NVIDIA anticipates $65 billion in Q4 2026 revenues. Both stocks show strong profit margins and earnings growth, with bullish forecasts from brokers.

TSMC and NVIDIA are poised for growth due to AI demand and eased trade tensions. TSMC’s gross profit margin expected to rise to 63-65%. NVIDIA approved to ship H200 AI chips to China, boosting potential growth in the region. Both companies forecast strong earnings growth rates and optimistic price targets from brokers.

Investors are urged to look at an under-the-radar semiconductor stock positioned for growth in the data center market. This chipmaker specializes in products that competitors like NVIDIA do not offer, making it a potential leader in the future. Download Zacks Investment Research’s 7 Best Stocks for free to stay informed on the latest recommendations.

Read more at Nasdaq: The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor Manufacturing, AMD and Alibaba