Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) is currently in the spotlight on Reddit, with discussions focusing on its strategic positioning in the semiconductor industry. A significant point of interest is a report from Citi analysts predicting that NVIDIA could contribute up to 20% of TSMC's revenue by 2025. This potential growth is attributed to NVIDIA's increasing demand for TSMC's advanced chip manufacturing capabilities, particularly in the artificial intelligence sector. Additionally, the custom AI chip market is expected to bolster TSMC's business as AI chips transition to the 3nm process, enhancing profitability through 2026.
Reddit users are also debating the competitive landscape, particularly the possibility of TSMC losing 2nm orders to Samsung. Some users express skepticism about Samsung's ability to match TSMC's cutting-edge processes, citing TSMC's proven track record and consistent performance. One user noted, "TSMC has a de facto monopoly on cutting edge processes in the majority of the market," while another commented on the potential for Samsung to improve, stating, "I would consider it positive if Samsung is finally back to being competitive at the leading edge." Despite these discussions, the consensus appears to be that TSMC remains a dominant force in the semiconductor industry.
As of the latest update, TSMC's stock is trading at $202.99, reflecting a 0.7% increase from the previous close.