“`html
NVIDIA Corporation (NASDAQ: NVDA) reported quarterly revenues of $41.1 billion, a 56% annual growth driven by its Blackwell superchip. This growth significantly impacts Taiwan Semiconductor Manufacturing (NYSE: TSM), which holds over 75% of the semiconductor market and exclusively produces these chips at advanced nodes.
The current market valuation for TSM shows a price-to-sales (P/S) ratio of up to 11.5, reflecting the increasing demand from not only NVIDIA but also other hyperscalers like Meta Platforms Inc. (NASDAQ: META) and Microsoft Inc. (NASDAQ: MSFT). A potential earnings per share (EPS) forecast of $2.52 for Q3 2025 indicates a 2% increase from the current $2.47, with analysts anticipating strong upcoming financial performance driven by rising demand.
In the past quarter alone, institutional buying totaled $8.6 billion, underscoring confidence in TSM’s continued growth amidst a tightening supply-demand landscape.
“`
