Folks, The spotlight has been on TSMC the past few days for a straightforward reason: Jensen Huang. On a trip to Taiwan, Nvidia's CEO publicly thanked TSMC for its work on Rubin (Nvidia's next-gen AI platform), called TSMC "one of the greatest companies in the history of humanity," and said the foundry is building six new Nvidia products—including a CPU and a GPU. That's unusually specific commentary from Nvidia's top voice, and it naturally pushed investors to ask two questions: where Nvidia's next wave of chips is being built, and how ready that supply chain is for 2025. Why Huang's comments matter Nvidia's product schedule sets the tone for a lot of AI spending. When Huang links Rubin directly to TSMC, he's doing more than offering compliments—he's telling the market that the most in-demand AI chips of tomorrow are being set up at TSMC today. It also implies TSMC has what matters most right now: capacity, quality, and speed (including advanced packaging, the step that bundles chiplets into a finished module). Pair that with Nvidia growing its headcount and footprint in Taiwan, and you get a simple takeaway: the core pipeline is running through TSMC. A few reads from Huang's remarks: - Continuity: if the current AI cycle leaned on TSMC, the next one likely will too.
- Visibility: six active Nvidia products suggest a multi-quarter runway of work already queued up.
- Confidence: public thanks tied to a named platform (Rubin) signals TSMC is hitting milestones Nvidia cares about.
| | | Tariffs: why an exemption would actually move the needle There's been chatter about a potential 100% U.S. tariff on chips. The working expectation is that TSMC would be exempt because it's building factories in the U.S. (including Arizona) and aligning with the CHIPS program. In everyday terms, that means no extra tax slapped on chips headed into the U.S. from TSMC's U.S. production, which keeps pricing competitive for customers like Nvidia and Apple. Why that matters to the investment story: - Cost stability: avoiding a 100% levy keeps unit economics intact for U.S. shipments.
- Planning: big customers can lock in multi-year volumes without last-minute pricing shocks.
- Signal value: building in the U.S. isn't just PR—it can translate into policy benefits.
It doesn't solve every trade risk, but it takes a big, unpredictable variable off the table for U.S.-bound output. Near-term catalyst: Nvidia earnings this week Nvidia's update will be the cleanest near-term "check-in" on what Huang just previewed. For TSMC watchers, the interesting part isn't the headline revenue number—it's the supply details. What to listen for: - Lead times: are wait times for current accelerators coming down?
- Advanced packaging: any progress on throughput where capacity has been tight.
- Rubin timing: how quickly next-gen parts are being made at TSMC.
If the tone is constructive on availability and packaging flow, it supports the idea that TSMC is hitting the marks Nvidia needs to keep the roadmap moving. | | | Watchlist... ✅ Nvidia commentary: any improvement in lead times and packaging flow; clearer Rubin milestones. ✅ Policy clarity: continued indications that U.S.-made TSMC chips avoid the proposed tariff. Here's what it all means TSMC is getting the right kind of attention at the right time: direct praise from its most important customer, a realistic path to avoiding a 100% chip tariff on U.S. output, and an Nvidia earnings update that can confirm both the near-term supply picture and the next-gen timing. If Nvidia's call leans constructive, the conversation should keep moving away from policy noise and back toward delivery, pacing, and share gain—the areas where TSMC has usually done its best work. | | | Also, quick plug... Don't forget about our ZipTrader+ discord! You'll get access to the following features: ✅Daily Morning Briefing ✅Charlie's Options Ideas ✅Realtime News Alerts (A.I.) ✅Whale & Algo Buy Alerts ✅Price Targets ✅Algo Trading Report ✅10+ Hour ZipTraderU Lesson Library & Much More... | | | Want in? Sign up for ZipTrader+ and get FULL ACCESS HERE! Anyways... That's all for now! Until Next Time, -Damian | P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up!
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