NVIDIA and TSMC stocks have surged 59.9% and 62% respectively in the past year, driven by AI demand and data center expansion. TSMC projects a 25.5% revenue increase for Q1 2026, with a gross profit margin of 63% to 65%. NVIDIA anticipates $65 billion in revenue for Q4 2026.

TSMC’s earnings are expected to grow by 46.2% for the current quarter and 29.1% for the full year. Brokers predict a 19.2% increase in TSMC stock price, with a high target of 51.9%. NVIDIA projects earnings growth of 70.8% for the current quarter and 55.9% for the year, with a Zacks Rank #2.

Investors remain bullish on NVIDIA and TSMC due to strong global demand for their AI chips and processors. TSMC’s revenue is expected to surpass $35.8 billion in Q1 2026, with a gross profit margin of 63% to 65%. NVIDIA projects nearly $65 billion in revenue for Q4 2026, with improved profitability.

Read more at Nasdaq: Already Up Over 50% – These 2 AI Chip Stocks Are Just Getting Started