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NVIDIA surged 85% revenue growth driven by AI infrastructure spending and ecosystem expansion, while TSMC benefits from 3nm supply tightness. Both face valuation concerns and geopolitical risks.
Nvidia’s AI-driven demand fuels potential storage and memory chip shortages through 2030, prompting increased production and underscoring strong growth prospects for NVDA’s hardware ecosystem.
AI-driven memory demand tightens DRAM and NAND supplies, benefiting Nvidia's AI platform expansion while pressuring Intel due to PC demand softness amid rising prices.